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Soltis Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Soltis Investment Advisors’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 		$60.2M Sell
817,815
-86,301
-10% -$6.4M 3.8% 4
2025
Q4 		$67M Buy
904,116
+142,338
+19% +$10.6M 4.41% 4
2025
Q3 		$56.7M Buy
761,778
+68,220
+10% +$5.02M 3.92% 4
2025
Q2 		$51.1M Buy
693,558
+92,437
+15% +$6.72M 4.01% 4
2025
Q1 		$44.2M Buy
601,121
+338,544
+129% +$24.6M 3.95% 3
2024
Q4 		$18.9M Buy
262,577
+86,678
+49% +$6.34M 1.75% 11
2024
Q3 		$13.2M Buy
175,899
+43,763
+33% +$3.24M 1.29% 13
2024
Q2 		$9.52M Buy
132,136
+16,945
+15% +$1.21M 1.01% 17
2024
Q1 		$8.37M Sell
115,191
-49,421
-30% -$3.59M 0.94% 19
2023
Q4 		$12.1M Buy
164,612
+88,327
+116% +$6.24M 1.37% 12
2023
Q3 		$5.32M Buy
76,285
+26,410
+53% +$1.89M 0.69% 45
2023
Q2 		$3.63M Buy
49,875
+1,000
+2% +$73.3K 0.42% 73
2023
Q1 		$3.61M Buy
48,875
+10,986
+29% +$804K 0.46% 61
2022
Q4 		$2.72M Sell
37,889
-6,516
-15% -$467K 0.36% 80
2022
Q3 		$3.17M Sell
44,405
-2,285
-5% -$171K 0.48% 63
2022
Q2 		$3.51M Buy
46,690
+940
+2% +$71.5K 0.51% 49
2022
Q1 		$3.64M Sell
45,750
-7,754
-14% -$633K 0.51% 43
2021
Q4 		$4.53M Buy
53,504
+4,999
+10% +$426K 0.64% 32
2021
Q3 		$4.14M Buy
48,505
+4,753
+11% +$410K 0.64% 33
2021
Q2 		$3.76M Sell
43,752
-3,776
-8% -$322K 0.6% 34
2021
Q1 		$4.03M Sell
47,528
-3,324
-7% -$287K 0.73% 28
2020
Q4 		$4.49M Sell
50,852
-4,528
-8% -$398K 0.83% 27
2020
Q3 		$4.89M Buy
55,380
+6,371
+13% +$565K 1.15% 21
2020
Q2 		$4.33M Sell
49,009
-10,181
-17% -$890K 1.12% 22
2020
Q1 		$5.05M Sell
59,190
-81,734
-58% -$6.94M 1.57% 17
2019
Q4 		$11.8M Buy
+140,924
New +$11.8M 2.28% 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

Soltis Investment Advisors's BND Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 9.5% in Q1 2026, selling an estimated $6.4M and leaving 817,815 shares worth $60.2M. The position accounts for 3.8% of the portfolio, ranked #4.

Soltis Investment Advisors first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $67M in Q4 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Soltis Investment Advisors held 817,815 shares of Vanguard Total Bond Market worth $60.2M as of Q1 2026.
  • Soltis Investment Advisors sold 86,301 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.4M.
  • Vanguard Total Bond Market made up 3.8% of Soltis Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Vanguard Total Bond Market position peaked at $67M in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.