SOL Capital Management’s Vanguard Total Bond Market BND Stock Holding History

SOL Capital 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	–	Sell	-33,305	Closed	-$2.47M	–	82
2025 Q4	$2.47M	Sell	33,305 -2,910	-8%	-$217K	0.22%	110
2025 Q3	$2.69M	Sell	36,215 -17,260	-32%	-$1.27M	0.24%	104
2025 Q2	$3.94M	Sell	53,475 -15,700	-23%	-$1.14M	0.38%	72
2025 Q1	$5.08M	Sell	69,175 -20,775	-23%	-$1.51M	0.56%	48
2024 Q4	$6.47M	Sell	89,950 -12,975	-13%	-$949K	0.72%	37
2024 Q3	$7.73M	Buy	102,925 +205	+0.2%	+$15.2K	0.86%	30
2024 Q2	$7.4M	Buy	102,720 +310	+0.3%	+$22.2K	0.89%	30
2024 Q1	$7.44M	Buy	102,410 +7,451	+8%	+$541K	0.94%	27
2023 Q4	$6.98M	Buy	94,959 +35,484	+60%	+$2.51M	0.95%	28
2023 Q3	$4.15M	Buy	+59,475	New	+$4.25M	0.64%	43

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

SOL Capital Management's BND Position: Q1 2026 in Review

SOL Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 33,305 shares — an estimated $2.47M sold.

SOL Capital Management first reported a position in BND in Q3 2023 and held it in 10 quarters. The position peaked at $7.73M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

SOL Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 33,305 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.47M.
SOL Capital Management first reported a position in Vanguard Total Bond Market in Q3 2023 and held it in 10 quarters.
SOL Capital Management's Vanguard Total Bond Market position peaked at $7.73M in Q3 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.