Strategic Financial Concepts’s Vanguard Total Bond Market BND Stock Holding History

Strategic Financial Concepts’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	$1.03M	Buy	+13,939	New	+$1.03M	0.25%	93
2025 Q4	–	Sell	-11,849	Closed	-$881K	–	138
2025 Q3	$881K	Sell	11,849 -19,260	-62%	-$1.42M	0.13%	89
2025 Q2	$2.29M	Sell	31,109 -14,790	-32%	-$1.08M	0.32%	47
2025 Q1	$3.37M	Sell	45,899 -2,723	-6%	-$198K	0.63%	40
2024 Q4	$3.5M	Buy	48,622 +18,513	+61%	+$1.35M	0.67%	36
2024 Q3	$2.26M	Sell	30,109 -2,106,506	-99%	-$156M	0.72%	33
2024 Q2	$1.21M	Buy	2,136,615 +2,091,450	+4,631%	+$150M	0.7%	41
2024 Q1	$3.28M	Buy	45,165 +22,781	+102%	+$1.65M	0.79%	37
2023 Q4	$1.65M	Sell	22,384 -38,091	-63%	-$2.69M	0.98%	34
2023 Q3	$4.22M	Sell	60,475 -21,034	-26%	-$1.5M	1.43%	15
2023 Q2	$5.92M	Sell	81,509 -27,698	-25%	-$2.03M	2.18%	7
2023 Q1	$8.06M	Buy	+109,207	New	+$7.99M	3.25%	3

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

Strategic Financial Concepts's BND Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 13,939 shares worth $1.03M. The stake represents 0.25% of the portfolio and ranks #93 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in BND as recently as Q3 2025.

Strategic Financial Concepts first reported a position in BND in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.06M in Q1 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Strategic Financial Concepts held 13,939 shares of Vanguard Total Bond Market worth $1.03M as of Q1 2026.
Vanguard Total Bond Market was a new Strategic Financial Concepts position in Q1 2026.
Vanguard Total Bond Market made up 0.25% of Strategic Financial Concepts's portfolio in Q1 2026, its #93 holding.
Strategic Financial Concepts first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Vanguard Total Bond Market position peaked at $8.06M in Q1 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.