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REDW Wealth’s Vanguard Total Bond Market BND Stock Holding History

REDW Wealth’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
29,771
-1,054
-3% -$78.2K 0.87% 28
2025
Q4 		$2.28M Sell
30,825
-199
-0.6% -$14.8K 0.87% 27
2025
Q3 		$2.31M Sell
31,024
-985
-3% -$72.5K 0.87% 26
2025
Q2 		$2.36M Sell
32,009
-3,518
-10% -$256K 0.94% 24
2025
Q1 		$2.61M Sell
35,527
-3,813
-10% -$277K 0.97% 23
2024
Q4 		$2.83M Sell
39,340
-8,155
-17% -$596K 0.98% 23
2024
Q3 		$3.57M Sell
47,495
-2,080
-4% -$154K 0.91% 25
2024
Q2 		$3.57M Sell
49,575
-5,162
-9% -$370K 0.94% 24
2024
Q1 		$3.98M Sell
54,737
-2,539
-4% -$184K 1.07% 21
2023
Q4 		$4.21M Sell
57,276
-4,891
-8% -$345K 1.21% 18
2023
Q3 		$4.34M Buy
62,167
+2,895
+5% +$207K 1.34% 18
2023
Q2 		$4.31M Buy
59,272
+5,920
+11% +$434K 1.29% 18
2023
Q1 		$3.94M Buy
53,352
+3,434
+7% +$251K 1.25% 19
2022
Q4 		$3.59M Sell
49,918
-4,679
-9% -$335K 1.24% 19
2022
Q3 		$3.89M Sell
54,597
-16,645
-23% -$1.25M 1.5% 15
2022
Q2 		$5.36M Buy
71,242
+29,465
+71% +$2.24M 1.97% 12
2022
Q1 		$3.32M Buy
41,777
+4,391
+12% +$359K 0.99% 18
2021
Q4 		$3.17M Buy
37,386
+1,120
+3% +$95.4K 0.92% 19
2021
Q3 		$3.1M Buy
36,266
+2,068
+6% +$179K 0.99% 17
2021
Q2 		$2.94M Sell
34,198
-588
-2% -$50.2K 0.93% 18
2021
Q1 		$2.95M Sell
34,786
-187
-0.5% -$16.1K 0.99% 17
2020
Q4 		$3.08M Sell
34,973
-796
-2% -$70K 1.14% 16
2020
Q3 		$3.16M Buy
35,769
+3,694
+12% +$328K 1.33% 14
2020
Q2 		$2.83M Buy
32,075
+5,667
+21% +$495K 1.4% 15
2020
Q1 		$2.25M Buy
26,408
+8,058
+44% +$685K 1.42% 15
2019
Q4 		$1.54M Buy
18,350
+868
+5% +$73K 0.86% 18
2019
Q3 		$1.48M Sell
17,482
-1,314
-7% -$110K 0.87% 18
2019
Q2 		$1.56M Sell
18,796
-557
-3% -$45.4K 0.93% 18
2019
Q1 		$1.57M Sell
19,353
-308
-2% -$24.6K 0.96% 17
2018
Q4 		$1.56M Sell
19,661
-5,204
-21% -$407K 1.07% 14
2018
Q3 		$1.96M Sell
24,865
-5,661
-19% -$447K 1.3% 11
2018
Q2 		$2.42M Buy
30,526
+94
+0.3% +$7.43K 1.73% 10
2018
Q1 		$2.43M Sell
30,432
-410
-1% -$32.8K 1.81% 10
2017
Q4 		$2.52M Buy
30,842
+989
+3% +$80.8K 1.95% 9
2017
Q3 		$2.45M Sell
29,853
-204
-0.7% -$16.7K 2.03% 8
2017
Q2 		$2.46M Buy
30,057
+5,913
+24% +$483K 2.41% 7
2017
Q1 		$1.96M Buy
24,144
+10,252
+74% +$829K 1.99% 8
2016
Q4 		$1.12M Buy
+13,892
New +$1.14M 1.27% 14

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REDW Wealth's BND Position: Q1 2026 in Review

REDW Wealth reduced its Vanguard Total Bond Market (BND) stake by 3.4% in Q1 2026, selling an estimated $78.2K and leaving 29,771 shares worth $2.19M. The position accounts for 0.87% of the portfolio, ranked #28.

REDW Wealth first reported a position in BND in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.36M in Q2 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • REDW Wealth held 29,771 shares of Vanguard Total Bond Market worth $2.19M as of Q1 2026.
  • REDW Wealth sold 1,054 Vanguard Total Bond Market shares in Q1 2026, an estimated $78.2K.
  • Vanguard Total Bond Market made up 0.87% of REDW Wealth's portfolio in Q1 2026, its #28 holding.
  • REDW Wealth first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 38 quarters since.
  • REDW Wealth's Vanguard Total Bond Market position peaked at $5.36M in Q2 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.