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Security National Bank’s Vanguard Total Bond Market BND Stock Holding History

Security National Bank’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
-10
Closed -$741 – 416
2025
Q4 		$741 Sell
10
-932
-99% -$69.4K ﹤0.01% 368
2025
Q3 		$70.1K Buy
942
+455
+93% +$33.5K 0.01% 215
2025
Q2 		$35.9K Sell
487
-373
-43% -$27.1K 0.01% 235
2025
Q1 		$63.2K Buy
+860
New +$62.4K 0.01% 201

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Security National Bank's BND Position: Q1 2026 in Review

Security National Bank sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 10 shares — an estimated $741 sold.

Security National Bank first reported a position in BND in Q1 2025 and held it in 4 quarters. The position peaked at $70.1K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Security National Bank reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Security National Bank sold 10 Vanguard Total Bond Market shares in Q1 2026, an estimated $741.
  • Security National Bank first reported a position in Vanguard Total Bond Market in Q1 2025 and held it in 4 quarters.
  • Security National Bank's Vanguard Total Bond Market position peaked at $70.1K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.