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Regal Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Regal Investment Advisors’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 		$2.03M Buy
27,588
+13,071
+90% +$970K 0.12% 197
2025
Q4 		$1.08M Buy
14,517
+2,449
+20% +$182K 0.06% 262
2025
Q3 		$898K Buy
12,068
+2,276
+23% +$168K 0.06% 282
2025
Q2 		$721K Buy
9,792
+873
+10% +$63.5K 0.05% 287
2025
Q1 		$655K Sell
8,919
-52
-0.6% -$3.77K 0.05% 278
2024
Q4 		$645K Buy
8,971
+2,049
+30% +$150K 0.05% 286
2024
Q3 		$520K Buy
6,922
+2,660
+62% +$197K 0.04% 350
2024
Q2 		$307K Sell
4,262
-781
-15% -$55.9K 0.02% 455
2024
Q1 		$366K Buy
5,043
+29
+0.6% +$2.1K 0.03% 419
2023
Q4 		$369K Sell
5,014
-79
-2% -$5.58K 0.03% 378
2023
Q3 		$355K Sell
5,093
-12
-0.2% -$857 0.03% 355
2023
Q2 		$371K Sell
5,105
-710
-12% -$52K 0.03% 349
2023
Q1 		$429K Sell
5,815
-333
-5% -$24.4K 0.04% 310
2022
Q4 		$442K Sell
6,148
-1,351
-18% -$96.8K 0.04% 298
2022
Q3 		$535K Buy
7,499
+115
+2% +$8.61K 0.06% 253
2022
Q2 		$556K Sell
7,384
-6,143
-45% -$468K 0.06% 265
2022
Q1 		$1.08M Sell
13,527
-62,608
-82% -$5.11M 0.1% 208
2021
Q4 		$6.45M Buy
76,135
+3,195
+4% +$272K 0.57% 38
2021
Q3 		$6.23M Buy
72,940
+1,475
+2% +$127K 0.6% 35
2021
Q2 		$6.14M Buy
+71,465
New +$6.1M 0.62% 34
2021
Q1 		– Sell
-91,579
Closed -$8.08M – 66
2020
Q4 		$8.08M Buy
+91,579
New +$8.06M 0.91% 25
2020
Q3 		– Sell
-55,691
Closed -$4.92M – 37
2020
Q2 		$4.92M Buy
+55,691
New +$4.87M 0.9% 27
2020
Q1 		– Sell
-3,525
Closed -$296K – 54
2019
Q4 		$296K Buy
3,525
+168
+5% +$14.1K 0.05% 262
2019
Q3 		$283K Buy
+3,357
New +$281K 0.06% 253
2019
Q1 		– Sell
-2,833
Closed -$224K – 361
2018
Q4 		$224K Buy
+2,833
New +$221K 0.05% 290
2018
Q2 		– Sell
-2,601
Closed -$208K – 262
2018
Q1 		$208K Buy
+2,601
New +$208K 0.05% 292
2016
Q2 		– Sell
-5,021
Closed -$416K – 247
2016
Q1 		$416K Buy
+5,021
New +$411K 0.11% 164
2015
Q4 		– Sell
-974
Closed -$79K – 341
2015
Q3 		$79K Buy
974
+345
+55% +$28.1K 0.02% 381
2015
Q2 		$51K Sell
629
-225
-26% -$18.5K 0.01% 417
2015
Q1 		$71K Buy
+854
New +$71K 0.02% 391
2013
Q4 		– Sell
-20,132
Closed -$1.63M – 833
2013
Q3 		$1.63M Buy
20,132
+14,915
+286% +$1.2M 0.95% 20
2013
Q2 		$422K Buy
+5,217
New +$433K 0.23% 113

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

Regal Investment Advisors's BND Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 90% in Q1 2026, buying an estimated $970K and bringing the position to 27,588 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #197.

Regal Investment Advisors first reported a position in BND in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.08M in Q4 2020. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Regal Investment Advisors held 27,588 shares of Vanguard Total Bond Market worth $2.03M as of Q1 2026.
  • Regal Investment Advisors bought 13,071 Vanguard Total Bond Market shares in Q1 2026, an estimated $970K.
  • Vanguard Total Bond Market made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #197 holding.
  • Regal Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 32 quarters since.
  • Regal Investment Advisors's Vanguard Total Bond Market position peaked at $8.08M in Q4 2020.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.