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Shufro Rose & Co’s Vanguard Total Bond Market BND Stock Holding History

Shufro Rose & Co’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
-3,142
Closed -$233K – 311
2025
Q4 		$233K Sell
3,142
-5,411
-63% -$403K 0.02% 262
2025
Q3 		$628K Hold
8,553
– – 0.05% 149
2025
Q2 		$628K Sell
8,553
-846
-9% -$61.5K 0.05% 150
2025
Q1 		$690K Buy
9,399
+4,536
+93% +$329K 0.05% 145
2024
Q4 		$350K Sell
4,863
-475,724
-99% -$34.8M 0.03% 210
2024
Q3 		$34.6M Hold
480,587
– – 2.81% 7
2024
Q2 		$34.6M Buy
480,587
+15,819
+3% +$1.13M 2.81% 7
2024
Q1 		$33.8M Buy
464,768
+44,843
+11% +$3.25M 2.79% 8
2023
Q4 		$29.3M Sell
419,925
-2,748
-0.7% -$194K 2.78% 9
2023
Q3 		$29.5M Buy
422,673
+25,384
+6% +$1.81M 2.78% 9
2023
Q2 		$28.9M Buy
397,289
+345,405
+666% +$25.3M 2.64% 10
2023
Q1 		$3.83M Sell
51,884
-79,819
-61% -$5.84M 0.35% 53
2022
Q4 		$9.46M Buy
131,703
+83,030
+171% +$5.95M 0.8% 36
2022
Q3 		$3.47M Sell
48,673
-1,323
-3% -$99K 0.35% 55
2022
Q2 		$3.76M Buy
49,996
+22,118
+79% +$1.68M 0.33% 59
2022
Q1 		$2.22M Buy
27,878
+550
+2% +$44.9K 0.17% 78
2021
Q4 		$2.32M Buy
27,328
+755
+3% +$64.3K 0.17% 79
2021
Q3 		$2.27M Buy
26,573
+1,186
+5% +$102K 0.18% 71
2021
Q2 		$2.18M Hold
25,387
– – 0.16% 72
2021
Q1 		$2.15M Sell
25,387
-260
-1% -$22.4K 0.17% 69
2020
Q4 		$2.26M Buy
+25,647
New +$2.26M 0.19% 73

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

Shufro Rose & Co's BND Position: Q1 2026 in Review

Shufro Rose & Co sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 3,142 shares — an estimated $233K sold.

Shufro Rose & Co first reported a position in BND in Q4 2020 and held it in 21 quarters. The position peaked at $34.6M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Shufro Rose & Co reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 3,142 Vanguard Total Bond Market shares in Q1 2026, an estimated $233K.
  • Shufro Rose & Co first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 21 quarters.
  • Shufro Rose & Co's Vanguard Total Bond Market position peaked at $34.6M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.