Smartleaf Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Smartleaf Asset Management’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	$23.7M	Buy	322,625 +132,541	+70%	+$9.83M	0.86%	19
2025 Q4	$14.1M	Buy	190,084 +118,054	+164%	+$8.79M	0.54%	33
2025 Q3	$5.36M	Sell	72,030 -26,630	-27%	-$1.96M	0.33%	60
2025 Q2	$7.24M	Buy	98,660 +22,530	+30%	+$1.64M	0.64%	29
2025 Q1	$5.58M	Buy	76,130 +42,940	+129%	+$3.12M	0.54%	35
2024 Q4	$2.39M	Buy	33,190 +1,552	+5%	+$113K	0.24%	88
2024 Q3	$2.38M	Sell	31,638 -1,661	-5%	-$123K	0.29%	78
2024 Q2	$2.41M	Buy	33,299 +20,287	+156%	+$1.45M	0.4%	49
2024 Q1	$946K	Sell	13,012 -1,919	-13%	-$139K	0.18%	132
2023 Q4	$1.1M	Buy	+14,931	New	+$1.05M	0.29%	83

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

Smartleaf Asset Management's BND Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Total Bond Market (BND) stake by 70% in Q1 2026, buying an estimated $9.83M and bringing the position to 322,625 shares worth $23.7M. The position accounts for 0.86% of the portfolio, ranked #19.

Smartleaf Asset Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Smartleaf Asset Management held 322,625 shares of Vanguard Total Bond Market worth $23.7M as of Q1 2026.
Smartleaf Asset Management bought 132,541 Vanguard Total Bond Market shares in Q1 2026, an estimated $9.83M.
Vanguard Total Bond Market made up 0.86% of Smartleaf Asset Management's portfolio in Q1 2026, its #19 holding.
Smartleaf Asset Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.