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SoFi Wealth’s Vanguard Total Bond Market BND Stock Holding History

SoFi Wealth’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 		$3.75K Sell
51
-180
-78% -$13.4K ﹤0.01% 46
2025
Q4 		$17.1K Buy
231
+8
+4% +$595 ﹤0.01% 41
2025
Q3 		$16.6K Sell
223
-190
-46% -$14K ﹤0.01% 42
2025
Q2 		$30.4K Sell
413
-163
-28% -$11.9K ﹤0.01% 38
2025
Q1 		$42.3K Sell
576
-1,016,438
-100% -$73.8M ﹤0.01% 32
2024
Q4 		$73.1M Buy
1,017,014
+99,626
+11% +$7.28M 5.01% 5
2024
Q3 		$68.9M Buy
917,388
+101,581
+12% +$7.52M 5.07% 5
2024
Q2 		$58.8M Buy
815,807
+107,784
+15% +$7.72M 4.93% 5
2024
Q1 		$51.4M Buy
708,023
+73,673
+12% +$5.35M 4.78% 5
2023
Q4 		$46.7M Buy
634,350
+41,707
+7% +$2.94M 5% 5
2023
Q3 		$41.4M Buy
592,643
+36,969
+7% +$2.64M 5.04% 5
2023
Q2 		$40.4M Buy
555,674
+39,610
+8% +$2.9M 4.99% 5
2023
Q1 		$38.1M Buy
516,064
+34,361
+7% +$2.51M 5.13% 6
2022
Q4 		$34.6M Buy
481,703
+31,489
+7% +$2.26M 5.21% 6
2022
Q3 		$32.1M Buy
450,214
+30,416
+7% +$2.28M 5.38% 6
2022
Q2 		$31.6M Buy
419,798
+66,610
+19% +$5.07M 5.29% 6
2022
Q1 		$28.1M Buy
+353,188
New +$28.9M 4.26% 7

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

SoFi Wealth's BND Position: Q1 2026 in Review

SoFi Wealth reduced its Vanguard Total Bond Market (BND) stake by 78% in Q1 2026, selling an estimated $13.4K and leaving 51 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #46.

SoFi Wealth first reported a position in BND in Q1 2022 and has held it in 17 quarters since. The position peaked at $73.1M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • SoFi Wealth held 51 shares of Vanguard Total Bond Market worth $3.75K as of Q1 2026.
  • SoFi Wealth sold 180 Vanguard Total Bond Market shares in Q1 2026, an estimated $13.4K.
  • Vanguard Total Bond Market made up ﹤0.01% of SoFi Wealth's portfolio in Q1 2026, its #46 holding.
  • SoFi Wealth first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 17 quarters since.
  • SoFi Wealth's Vanguard Total Bond Market position peaked at $73.1M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.