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Stonebridge Financial Group (Pennsylvania)’s Vanguard Total Bond Market BND Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-5,754
Closed -$426K – 264
2025
Q4 		$426K Hold
5,754
– – 0.04% 181
2025
Q3 		$428K Hold
5,754
– – 0.04% 171
2025
Q2 		$424K Buy
5,754
+4,891
+567% +$356K 0.04% 169
2025
Q1 		$63.4K Sell
863
-273
-24% -$19.8K 0.01% 351
2024
Q4 		$81.7K Buy
+1,136
New +$83.1K 0.01% 319

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B 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 $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BND Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 5,754 shares — an estimated $426K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BND in Q4 2024 and held it in 5 quarters. The position peaked at $428K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5,754 Vanguard Total Bond Market shares in Q1 2026, an estimated $426K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Total Bond Market in Q4 2024 and held it in 5 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Total Bond Market position peaked at $428K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.