RW Investment Management’s Vanguard Total Bond Market BND Stock Holding History

RW Investment Management’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	$2.82M	Buy	+38,301	New	+$2.84M	0.27%	26
2025 Q3	$2.84M	Sell	38,216 -1,066	-3%	-$78.5K	0.29%	22
2025 Q2	$2.89M	Sell	39,282 -2	-0%	-$145	0.32%	22
2025 Q1	$2.89M	Buy	39,284 +462	+1%	+$33.5K	0.35%	19
2024 Q4	$2.79M	Buy	38,822 +1,321	+4%	+$96.6K	0.34%	20
2024 Q3	$2.82M	Buy	37,501 +337	+0.9%	+$24.9K	0.35%	18
2024 Q2	$2.68M	Hold	37,164	–	–	0.36%	18
2024 Q1	$2.7M	Buy	+37,164	New	+$2.7M	0.38%	18

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RW Investment Management's BND Position: Q1 2026 in Review

RW Investment Management opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 38,301 shares worth $2.82M. The stake represents 0.27% of the portfolio and ranks #26 among its holdings. This is a return to the name: RW Investment Management previously reported a position in BND as recently as Q3 2025.

RW Investment Management first reported a position in BND in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q2 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

RW Investment Management held 38,301 shares of Vanguard Total Bond Market worth $2.82M as of Q1 2026.
Vanguard Total Bond Market was a new RW Investment Management position in Q1 2026.
Vanguard Total Bond Market made up 0.27% of RW Investment Management's portfolio in Q1 2026, its #26 holding.
RW Investment Management first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 8 quarters since.
RW Investment Management's Vanguard Total Bond Market position peaked at $2.89M in Q2 2025.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.