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

Safeguard Investment 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	$223K	Sell	3,023 -934	-24%	-$69.3K	0.06%	125
2025 Q4	$293K	Sell	3,957 -9,088	-70%	-$676K	0.08%	104
2025 Q3	$970K	Sell	13,045 -578	-4%	-$42.6K	0.24%	43
2025 Q2	$1M	Buy	+13,623	New	+$991K	0.25%	43
2025 Q1	–	Sell	-2,850	Closed	-$205K	–	142
2024 Q4	$205K	Buy	+2,850	New	+$208K	0.06%	110
2023 Q1	–	Sell	-4,206	Closed	-$302K	–	101
2022 Q4	$302K	Sell	4,206 -1,173	-22%	-$84K	0.19%	72
2022 Q3	$383K	Buy	5,379 +1,052	+24%	+$78.7K	0.26%	54
2022 Q2	$344K	Hold	4,327	–	–	0.21%	67
2022 Q1	$344K	Sell	4,327 -302	-7%	-$24.7K	0.23%	59
2021 Q4	$392K	Buy	4,629 +55	+1%	+$4.68K	0.23%	59
2021 Q3	$390K	Sell	4,574 -3,962	-46%	-$342K	0.25%	55
2021 Q2	$733K	Sell	8,536 -3,798	-31%	-$324K	0.52%	34
2021 Q1	$1.04M	Sell	12,334 -3,298	-21%	-$284K	0.93%	24
2020 Q4	$1.38M	Buy	+15,632	New	+$1.38M	1.22%	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

Safeguard Investment Advisory Group's BND Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Total Bond Market (BND) stake by 24% in Q1 2026, selling an estimated $69.3K and leaving 3,023 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #125.

Safeguard Investment Advisory Group first reported a position in BND in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2020. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Safeguard Investment Advisory Group held 3,023 shares of Vanguard Total Bond Market worth $223K as of Q1 2026.
Safeguard Investment Advisory Group sold 934 Vanguard Total Bond Market shares in Q1 2026, an estimated $69.3K.
Vanguard Total Bond Market made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #125 holding.
Safeguard Investment Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 14 quarters since.
Safeguard Investment Advisory Group's Vanguard Total Bond Market position peaked at $1.38M in Q4 2020.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.