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

Strategic 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 		$2.97M Buy
40,395
+7,932
+24% +$588K 0.21% 61
2025
Q4 		$2.4M Sell
32,463
-17,654
-35% -$1.31M 0.21% 57
2025
Q3 		$2.39M Buy
50,117
+17,630
+54% +$1.3M 0.21% 59
2025
Q2 		$2.39M Sell
32,487
-1,225
-4% -$89.1K 0.23% 52
2025
Q1 		$2.48M Sell
33,712
-49
-0.1% -$3.56K 0.26% 52
2024
Q4 		$2.43M Buy
33,761
+651
+2% +$47.6K 0.26% 53
2024
Q3 		$2.49M Buy
33,110
+647
+2% +$47.9K 0.27% 54
2024
Q2 		$2.34M Buy
32,463
+1,112
+4% +$79.6K 0.29% 55
2024
Q1 		$2.28M Sell
31,351
-27,309
-47% -$1.98M 0.29% 54
2023
Q4 		$4.31M Buy
58,660
+3,515
+6% +$248K 0.62% 37
2023
Q3 		$3.85M Sell
55,145
-44,861
-45% -$3.2M 0.63% 30
2023
Q2 		$7.27M Buy
100,006
+51,201
+105% +$3.75M 1.01% 19
2023
Q1 		$3.6M Sell
48,805
-210
-0.4% -$15.4K 0.65% 28
2022
Q4 		$3.52M Sell
49,015
-9,736
-17% -$697K 0.73% 29
2022
Q3 		$4.19M Sell
58,751
-27,759
-32% -$2.08M 0.94% 24
2022
Q2 		$6.51M Sell
86,510
-560
-0.6% -$42.6K 1.3% 17
2022
Q1 		$6.93M Buy
87,070
+5,860
+7% +$479K 1.31% 16
2021
Q4 		$6.88M Sell
81,210
-2,168
-3% -$185K 1.33% 19
2021
Q3 		$7.13M Buy
83,378
+1,699
+2% +$147K 1.56% 19
2021
Q2 		$7.01M Buy
81,679
+10,456
+15% +$892K 1.61% 18
2021
Q1 		$6.03M Buy
71,223
+5,275
+8% +$455K 1.57% 18
2020
Q4 		$5.82M Buy
65,948
+58,812
+824% +$5.17M 1.68% 16
2020
Q3 		$630K Buy
7,136
+1,133
+19% +$100K 0.21% 85
2020
Q2 		$530K Buy
6,003
+180
+3% +$15.7K 0.2% 89
2020
Q1 		$497K Buy
5,823
+1,285
+28% +$109K 0.23% 79
2019
Q4 		$381K Buy
4,538
+389
+9% +$32.7K 0.16% 106
2019
Q3 		$350K Sell
4,149
-64
-2% -$5.37K 0.17% 94
2019
Q2 		$350K Buy
+4,213
New +$343K 0.19% 86

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

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

Strategic Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 24% in Q1 2026, buying an estimated $588K and bringing the position to 40,395 shares worth $2.97M. The position accounts for 0.21% of the portfolio, ranked #61.

Strategic Investment Advisors first reported a position in BND in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.27M in Q2 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Strategic Investment Advisors held 40,395 shares of Vanguard Total Bond Market worth $2.97M as of Q1 2026.
  • Strategic Investment Advisors bought 7,932 Vanguard Total Bond Market shares in Q1 2026, an estimated $588K.
  • Vanguard Total Bond Market made up 0.21% of Strategic Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 28 quarters since.
  • Strategic Investment Advisors's Vanguard Total Bond Market position peaked at $7.27M in Q2 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.