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Sigma Planning Corp’s Vanguard Total Bond Market BND Stock Holding History

Sigma Planning Corp’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 		$3.51M Buy
47,607
+17,246
+57% +$1.28M 0.1% 226
2025
Q4 		$2.25M Buy
30,361
+2,718
+10% +$202K 0.06% 306
2025
Q3 		$2.06M Buy
27,643
+719
+3% +$52.9K 0.06% 318
2025
Q2 		$1.98M Buy
26,924
+869
+3% +$63.2K 0.06% 309
2025
Q1 		$1.91M Buy
26,055
+1,463
+6% +$106K 0.06% 298
2024
Q4 		$1.77M Sell
24,592
-2,921
-11% -$214K 0.06% 317
2024
Q3 		$2.07M Sell
27,513
-761
-3% -$56.3K 0.06% 280
2024
Q2 		$2.04M Buy
28,274
+1,203
+4% +$86.2K 0.06% 289
2024
Q1 		$1.97M Buy
27,071
+15,038
+125% +$1.09M 0.06% 323
2023
Q4 		$885K Sell
12,033
-16,692
-58% -$1.18M 0.07% 290
2023
Q3 		$2M Buy
28,725
+1,451
+5% +$104K 0.08% 275
2023
Q2 		$1.98M Sell
27,274
-4,763
-15% -$349K 0.07% 284
2023
Q1 		$2.37M Sell
32,037
-1,232
-4% -$90.1K 0.08% 256
2022
Q4 		$2.39M Sell
33,269
-11,435
-26% -$819K 0.09% 244
2022
Q3 		$3.19M Buy
44,704
+3,994
+10% +$299K 0.12% 181
2022
Q2 		$3.06M Sell
40,710
-11,387
-22% -$867K 0.11% 199
2022
Q1 		$4.14M Sell
52,097
-3,611
-6% -$295K 0.12% 171
2021
Q4 		$4.72M Sell
55,708
-4,358
-7% -$371K 0.13% 166
2021
Q3 		$5.13M Buy
60,066
+1,406
+2% +$121K 0.15% 142
2021
Q2 		$5.04M Buy
58,660
+3,403
+6% +$290K 0.15% 149
2021
Q1 		$4.68M Sell
55,257
-30,269
-35% -$2.61M 0.15% 162
2020
Q4 		$7.54M Sell
85,526
-17,105
-17% -$1.51M 0.26% 84
2020
Q3 		$9.05M Sell
102,631
-17,529
-15% -$1.55M 0.36% 52
2020
Q2 		$10.6M Buy
120,160
+83,746
+230% +$7.32M 0.47% 36
2020
Q1 		$3.11M Buy
36,414
+3,166
+10% +$269K 0.18% 117
2019
Q4 		$2.79M Buy
33,248
+5,310
+19% +$446K 0.12% 176
2019
Q3 		$2.36M Buy
27,938
+12,673
+83% +$1.06M 0.11% 193
2019
Q2 		$1.27M Buy
15,265
+2,249
+17% +$183K 0.07% 301
2019
Q1 		$1.06M Sell
13,016
-8,366
-39% -$668K 0.06% 305
2018
Q4 		$1.69M Sell
21,382
-6,725
-24% -$526K 0.12% 177
2018
Q3 		$2.21M Buy
28,107
+1,347
+5% +$106K 0.13% 169
2018
Q2 		$2.12M Sell
26,760
-4,406
-14% -$348K 0.14% 170
2018
Q1 		$2.49M Sell
31,166
-1,822
-6% -$146K 0.18% 133
2017
Q4 		$2.69M Sell
32,988
-1,003
-3% -$81.9K 0.21% 122
2017
Q3 		$2.79M Buy
33,991
+945
+3% +$77.5K 0.23% 101
2017
Q2 		$2.7M Sell
33,046
-3,973
-11% -$324K 0.25% 98
2017
Q1 		$3M Buy
37,019
+1,106
+3% +$89.4K 0.29% 72
2016
Q4 		$2.9M Sell
35,913
-14,097
-28% -$1.15M 0.32% 65
2016
Q3 		$4.21M Buy
50,010
+10,343
+26% +$871K 0.5% 41
2016
Q2 		$3.34M Buy
39,667
+13,481
+51% +$1.12M 0.44% 45
2016
Q1 		$2.17M Sell
26,186
-818
-3% -$66.9K 0.3% 75
2015
Q4 		$2.18M Buy
27,004
+6,381
+31% +$519K 0.31% 70
2015
Q3 		$1.69M Sell
20,623
-15,284
-43% -$1.25M 0.27% 85
2015
Q2 		$2.92M Buy
35,907
+5,563
+18% +$458K 0.4% 55
2015
Q1 		$2.53M Buy
30,344
+19,792
+188% +$1.65M 0.34% 59
2014
Q4 		$869K Buy
+10,552
New +$870K 0.11% 211

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

Sigma Planning Corp's BND Position: Q1 2026 in Review

Sigma Planning Corp increased its Vanguard Total Bond Market (BND) stake by 57% in Q1 2026, buying an estimated $1.28M and bringing the position to 47,607 shares worth $3.51M. The position accounts for 0.1% of the portfolio, ranked #226.

Sigma Planning Corp first reported a position in BND in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.6M in Q2 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Sigma Planning Corp held 47,607 shares of Vanguard Total Bond Market worth $3.51M as of Q1 2026.
  • Sigma Planning Corp bought 17,246 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.28M.
  • Vanguard Total Bond Market made up 0.1% of Sigma Planning Corp's portfolio in Q1 2026, its #226 holding.
  • Sigma Planning Corp first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Vanguard Total Bond Market position peaked at $10.6M in Q2 2020.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.