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Safe Harbor Fiduciary’s Vanguard Total Bond Market BND Stock Holding History

Safe Harbor Fiduciary’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
-472
Closed -$35K – 72
2025
Q4 		$35K Buy
+472
New +$35.1K 0.03% 108
2025
Q2 		– Sell
-36,070
Closed -$2.65M – 235
2025
Q1 		$2.65M Sell
36,070
-14
-0% -$1.02K 2.74% 7
2024
Q4 		$2.59M Sell
36,084
-68
-0.2% -$4.97K 2.64% 8
2024
Q3 		$2.72M Buy
+36,152
New +$2.68M 2.54% 9

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

Safe Harbor Fiduciary's BND Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 472 shares — an estimated $35K sold.

Safe Harbor Fiduciary first reported a position in BND in Q3 2024 and held it in 4 quarters. The position peaked at $2.72M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 472 Vanguard Total Bond Market shares in Q1 2026, an estimated $35K.
  • Safe Harbor Fiduciary first reported a position in Vanguard Total Bond Market in Q3 2024 and held it in 4 quarters.
  • Safe Harbor Fiduciary's Vanguard Total Bond Market position peaked at $2.72M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.