RAG
BND icon

RIA Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

RIA Advisory Group’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 		– Sell
-453,185
Closed -$33.6M – 151
2025
Q4 		$33.6M Buy
453,185
+40,755
+10% +$3.03M 8.07% 4
2025
Q3 		$30.7M Buy
412,430
+21,013
+5% +$1.55M 7.86% 4
2025
Q2 		$28.8M Sell
391,417
-4,492
-1% -$327K 8.47% 3
2025
Q1 		$29.1M Buy
+395,909
New +$28.7M 9.46% 2
2024
Q4 		– Sell
-451,968
Closed -$33.9M – 137
2024
Q3 		$33.9M Buy
+451,968
New +$33.4M 11.99% 3
2023
Q4 		– Sell
-4,166
Closed -$291K – 126
2023
Q3 		$291K Buy
4,166
+647
+18% +$46.2K 0.13% 83
2023
Q2 		$256K Sell
3,519
-1,390
-28% -$102K 0.11% 94
2023
Q1 		$362K Sell
4,909
-1,213
-20% -$88.8K 0.17% 80
2022
Q4 		$411K Buy
+6,122
New +$439K 0.24% 64

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

RIA Advisory Group's BND Position: Q1 2026 in Review

RIA Advisory Group sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 453,185 shares — an estimated $33.6M sold.

RIA Advisory Group first reported a position in BND in Q4 2022 and held it in 9 quarters. The position peaked at $33.9M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • RIA Advisory Group reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • RIA Advisory Group sold 453,185 Vanguard Total Bond Market shares in Q1 2026, an estimated $33.6M.
  • RIA Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 9 quarters.
  • RIA Advisory Group's Vanguard Total Bond Market position peaked at $33.9M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.