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Silver Oak Securities’s Vanguard Total Bond Market BND Stock Holding History

Silver Oak Securities’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 		$12.8M Sell
173,788
-5,849
-3% -$434K 0.94% 18
2025
Q4 		$13.3M Buy
179,637
+156,260
+668% +$11.6M 0.9% 20
2025
Q3 		$1.74M Sell
23,377
-2,471
-10% -$182K 0.13% 162
2025
Q2 		$1.9M Sell
25,848
-165,349
-86% -$12M 0.15% 147
2025
Q1 		$14M Buy
191,197
+1,075
+0.6% +$78K 1.29% 12
2024
Q4 		$13.7M Buy
190,122
+49,586
+35% +$3.63M 1.27% 12
2024
Q3 		$10.6M Buy
140,536
+42,278
+43% +$3.13M 1.12% 17
2024
Q2 		$7.08M Sell
98,258
-8,403
-8% -$602K 1.06% 23
2024
Q1 		$7.75M Sell
106,661
-19,678
-16% -$1.43M 1.19% 18
2023
Q4 		$9.29M Buy
126,339
+106,433
+535% +$7.51M 1.25% 12
2023
Q3 		$1.39M Sell
19,906
-8,142
-29% -$581K 0.3% 63
2023
Q2 		$2.04M Sell
28,048
-20,674
-42% -$1.51M 0.33% 64
2023
Q1 		$3.6M Buy
48,722
+28,303
+139% +$2.07M 0.59% 36
2022
Q4 		$1.47M Buy
20,419
+513
+3% +$36.7K 0.28% 68
2022
Q3 		$1.39M Sell
19,906
-10,991
-36% -$822K 0.3% 63
2022
Q2 		$2.36M Sell
30,897
-52,231
-63% -$3.98M 0.53% 36
2022
Q1 		$6.45M Buy
+83,128
New +$6.79M 1.31% 10

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

Silver Oak Securities's BND Position: Q1 2026 in Review

Silver Oak Securities reduced its Vanguard Total Bond Market (BND) stake by 3.3% in Q1 2026, selling an estimated $434K and leaving 173,788 shares worth $12.8M. The position accounts for 0.94% of the portfolio, ranked #18.

Silver Oak Securities first reported a position in BND in Q1 2022 and has held it in 17 quarters since. The position peaked at $14M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Silver Oak Securities held 173,788 shares of Vanguard Total Bond Market worth $12.8M as of Q1 2026.
  • Silver Oak Securities sold 5,849 Vanguard Total Bond Market shares in Q1 2026, an estimated $434K.
  • Vanguard Total Bond Market made up 0.94% of Silver Oak Securities's portfolio in Q1 2026, its #18 holding.
  • Silver Oak Securities first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Vanguard Total Bond Market position peaked at $14M in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.