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Strategies Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Strategies Wealth 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 		$2.48M Buy
33,703
+451
+1% +$33.5K 0.25% 38
2025
Q4 		$2.46M Sell
33,252
-2,694
-7% -$201K 0.25% 35
2025
Q3 		$2.67M Sell
35,946
-988
-3% -$72.8K 0.28% 31
2025
Q2 		$2.72M Sell
36,934
-10,047
-21% -$731K 0.3% 33
2025
Q1 		$3.45M Sell
46,981
-27,659
-37% -$2.01M 0.42% 27
2024
Q4 		$5.4M Sell
74,640
-346,716
-82% -$25.3M 0.67% 19
2024
Q3 		$31.6M Buy
421,356
+10,537
+3% +$780K 4.23% 8
2024
Q2 		$29.6M Buy
410,819
+37,166
+10% +$2.66M 4.31% 7
2024
Q1 		$27.1M Buy
373,653
+12,497
+3% +$907K 4.18% 9
2023
Q4 		$26.6M Buy
361,156
+32,008
+10% +$2.26M 4.54% 8
2023
Q3 		$23M Buy
329,148
+13,713
+4% +$979K 4.51% 7
2023
Q2 		$22.9M Buy
315,435
+9,574
+3% +$701K 4.69% 7
2023
Q1 		$22.6M Buy
305,861
+28,781
+10% +$2.11M 4.97% 7
2022
Q4 		$19.9M Buy
+277,080
New +$19.8M 4.9% 7
2022
Q2 		$14.7M Buy
194,824
+29,337
+18% +$2.23M 4.21% 7
2022
Q1 		$13.2M Buy
165,487
+56,349
+52% +$4.6M 3.52% 8
2021
Q4 		$9.25M Buy
+109,138
New +$9.3M 2.6% 9

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

Strategies Wealth Advisors's BND Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.4% in Q1 2026, buying an estimated $33.5K and bringing the position to 33,703 shares worth $2.48M. The position accounts for 0.25% of the portfolio, ranked #38.

Strategies Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 17 quarters since. The position peaked at $31.6M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Strategies Wealth Advisors held 33,703 shares of Vanguard Total Bond Market worth $2.48M as of Q1 2026.
  • Strategies Wealth Advisors bought 451 Vanguard Total Bond Market shares in Q1 2026, an estimated $33.5K.
  • Vanguard Total Bond Market made up 0.25% of Strategies Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's Vanguard Total Bond Market position peaked at $31.6M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.