Stage Harbor Financial’s Vanguard Total Bond Market BND Stock Holding History

Stage Harbor Financial’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	$2.03M	Sell	27,528 -1,038	-4%	-$77K	1.34%	18
2025 Q4	$2.12M	Sell	28,566 -1,245	-4%	-$92.7K	1.43%	17
2025 Q3	$2.22M	Sell	29,811 -565	-2%	-$41.6K	1.62%	16
2025 Q2	$2.24M	Sell	30,376 -3,546	-10%	-$258K	1.82%	15
2025 Q1	$2.49M	Sell	33,922 -217	-0.6%	-$15.7K	2.11%	14
2024 Q4	$2.45M	Buy	34,139 +3,006	+10%	+$220K	2.14%	13
2024 Q3	$2.3M	Hold	31,133	–	–	2.09%	13
2024 Q2	$2.24M	Hold	31,133	–	–	2.17%	14
2024 Q1	$2.26M	Sell	31,133 -5,973	-16%	-$433K	2.06%	16
2023 Q4	$2.73M	Buy	+37,106	New	+$2.62M	2.63%	15

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

Stage Harbor Financial's BND Position: Q1 2026 in Review

Stage Harbor Financial reduced its Vanguard Total Bond Market (BND) stake by 3.6% in Q1 2026, selling an estimated $77K and leaving 27,528 shares worth $2.03M. The position accounts for 1.34% of the portfolio, ranked #18.

Stage Harbor Financial first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Stage Harbor Financial held 27,528 shares of Vanguard Total Bond Market worth $2.03M as of Q1 2026.
Stage Harbor Financial sold 1,038 Vanguard Total Bond Market shares in Q1 2026, an estimated $77K.
Vanguard Total Bond Market made up 1.34% of Stage Harbor Financial's portfolio in Q1 2026, its #18 holding.
Stage Harbor Financial first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Vanguard Total Bond Market position peaked at $2.73M in Q4 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.