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Retirement Capital Strategies’s Vanguard Total Bond Market BND Stock Holding History

Retirement Capital Strategies’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 		$9.19M Buy
124,837
+2,893
+2% +$215K 3.47% 10
2025
Q4 		$9.03M Buy
121,944
+7,732
+7% +$575K 3.35% 9
2025
Q3 		$8.49M Buy
114,212
+9,952
+10% +$733K 3.26% 9
2025
Q2 		$7.68M Buy
104,260
+97,421
+1,424% +$7.09M 3.04% 10
2025
Q1 		$502K Sell
6,839
-77
-1% -$5.59K 0.2% 59
2024
Q4 		$497K Buy
6,916
+1,087
+19% +$79.5K 0.19% 61
2024
Q3 		$438K Buy
5,829
+347
+6% +$25.7K 0.17% 49
2024
Q2 		$395K Sell
5,482
-102,749
-95% -$7.36M 0.16% 53
2024
Q1 		$7.86M Buy
108,231
+5,982
+6% +$434K 3.21% 9
2023
Q4 		$7.52M Buy
102,249
+97,550
+2,076% +$6.89M 3.26% 9
2023
Q3 		$328K Sell
4,699
-1,922
-29% -$137K 0.15% 50
2023
Q2 		$481K Sell
6,621
-54
-0.8% -$3.96K 0.22% 47
2023
Q1 		$493K Sell
6,675
-250,856
-97% -$18.4M 0.24% 28
2022
Q4 		$18.5M Buy
257,531
+251,517
+4,182% +$18M 9.08% 4
2022
Q3 		$429K Sell
6,014
-139,076
-96% -$10.4M 0.2% 31
2022
Q2 		$10.9M Sell
145,090
-127,789
-47% -$9.73M 4.9% 8
2022
Q1 		$21.1M Buy
272,879
+2,873
+1% +$235K 8.48% 4
2021
Q4 		$22.9M Buy
270,006
+10,190
+4% +$868K 8.4% 2
2021
Q3 		$22.2M Buy
259,816
+169,262
+187% +$14.6M 8.52% 2
2021
Q2 		$7.78M Buy
90,554
+1,030
+1% +$87.9K 2.97% 9
2021
Q1 		$7.58M Sell
89,524
-326,240
-78% -$28.1M 2.99% 16
2020
Q4 		$36.7M Buy
415,764
+283,470
+214% +$24.9M 14.87% 1
2020
Q3 		$11.6M Sell
132,294
-202,793
-61% -$18M 5.35% 4
2020
Q2 		$29.6M Buy
335,087
+6,624
+2% +$579K 14.05% 1
2020
Q1 		$28M Buy
328,463
+75,387
+30% +$6.4M 15.32% 1
2019
Q4 		$21.2M Buy
253,076
+15,233
+6% +$1.28M 10.09% 4
2019
Q3 		$20.1M Sell
237,843
-2,574
-1% -$216K 10.09% 4
2019
Q2 		$20M Buy
240,417
+447
+0.2% +$36.4K 9.96% 4
2019
Q1 		$19.5M Sell
239,970
-148,710
-38% -$11.9M 9.85% 4
2018
Q4 		$30.8M Sell
388,680
-220,591
-36% -$17.2M 17.27% 2
2018
Q3 		$48M Sell
609,271
-32,865
-5% -$2.6M 23.67% 2
2018
Q2 		$50.9M Sell
642,136
-36,697
-5% -$2.9M 26.83% 2
2018
Q1 		$54.2M Buy
678,833
+33,742
+5% +$2.7M 28.52% 2
2017
Q4 		$52.6M Buy
645,091
+10,480
+2% +$856K 27.29% 2
2017
Q3 		$51.9M Buy
634,611
+28,344
+5% +$2.33M 27.96% 2
2017
Q2 		$49.3M Buy
606,267
+8,708
+1% +$711K 27.73% 2
2017
Q1 		$48.5M Buy
597,559
+5,932
+1% +$480K 27.53% 2
2016
Q4 		$47.8M Buy
591,627
+5,286
+0.9% +$433K 27.63% 2
2016
Q3 		$49.3M Buy
586,341
+4
+0% +$337 28.37% 2
2016
Q2 		$49.4M Sell
586,337
-6,215
-1% -$516K 29.1% 2
2016
Q1 		$50.2M Sell
592,552
-2,036
-0.3% -$167K 29.22% 1
2015
Q4 		$48M Buy
594,588
+16,085
+3% +$1.31M 29.42% 2
2015
Q3 		$47.4M Buy
578,503
+18,354
+3% +$1.5M 29.91% 1
2015
Q2 		$46.6M Buy
560,149
+12,395
+2% +$1.02M 28.34% 2
2015
Q1 		$45.7M Buy
547,754
+22,543
+4% +$1.87M 26.77% 1
2014
Q4 		$43.3M Buy
+525,211
New +$43.3M 25.79% 2

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

Retirement Capital Strategies's BND Position: Q1 2026 in Review

Retirement Capital Strategies increased its Vanguard Total Bond Market (BND) stake by 2.4% in Q1 2026, buying an estimated $215K and bringing the position to 124,837 shares worth $9.19M. The position accounts for 3.47% of the portfolio, ranked #10.

Retirement Capital Strategies first reported a position in BND in Q4 2014 and has held it in 46 quarters since. The position peaked at $54.2M in Q1 2018. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Retirement Capital Strategies held 124,837 shares of Vanguard Total Bond Market worth $9.19M as of Q1 2026.
  • Retirement Capital Strategies bought 2,893 Vanguard Total Bond Market shares in Q1 2026, an estimated $215K.
  • Vanguard Total Bond Market made up 3.47% of Retirement Capital Strategies's portfolio in Q1 2026, its #10 holding.
  • Retirement Capital Strategies first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 46 quarters since.
  • Retirement Capital Strategies's Vanguard Total Bond Market position peaked at $54.2M in Q1 2018.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.