SIM
BND icon

Stratos Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Stratos Investment Management’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 		$6.24M Buy
84,679
+7,209
+9% +$535K 0.25% 84
2025
Q4 		$5.74M Buy
77,470
+3,957
+5% +$295K 0.23% 87
2025
Q3 		$5.47M Buy
73,513
+6,990
+11% +$515K 0.23% 86
2025
Q2 		$4.9M Sell
66,523
-3,033
-4% -$221K 0.22% 87
2025
Q1 		$5.11M Buy
69,556
+958
+1% +$69.5K 0.27% 80
2024
Q4 		$4.93M Buy
68,598
+12,874
+23% +$941K 0.3% 63
2024
Q3 		$4.19M Buy
55,724
+28,698
+106% +$2.12M 0.29% 76
2024
Q2 		$1.95M Sell
27,026
-410,522
-94% -$29.4M 0.16% 102
2024
Q1 		$31.8M Buy
437,548
+27,780
+7% +$2.02M 3.1% 6
2023
Q4 		$30.1M Buy
409,768
+16,157
+4% +$1.14M 3.57% 5
2023
Q3 		$27.5M Buy
393,611
+20,710
+6% +$1.48M 4.11% 3
2023
Q2 		$27.1M Buy
372,901
+27,941
+8% +$2.05M 4.16% 3
2023
Q1 		$25.5M Buy
344,960
+31,506
+10% +$2.31M 4.28% 3
2022
Q4 		$22.5M Sell
313,454
-9,646
-3% -$691K 4.02% 3
2022
Q3 		$23M Buy
323,100
+3,407
+1% +$255K 4.66% 3
2022
Q2 		$24.1M Buy
319,693
+27,912
+10% +$2.12M 4.56% 3
2022
Q1 		$23.2M Buy
291,781
+36,233
+14% +$2.96M 3.85% 3
2021
Q4 		$21.7M Buy
255,548
+54,509
+27% +$4.64M 3.41% 5
2021
Q3 		$17.2M Buy
201,039
+74,307
+59% +$6.41M 2.99% 5
2021
Q2 		$10.9M Buy
126,732
+19,564
+18% +$1.67M 3% 8
2021
Q1 		$9.08M Buy
107,168
+11,304
+12% +$975K 2.87% 8
2020
Q4 		$8.45M Buy
95,864
+1,768
+2% +$156K 2.66% 10
2020
Q3 		$8.3M Buy
94,096
+2,658
+3% +$236K 3.01% 10
2020
Q2 		$8.08M Sell
91,438
-2,273
-2% -$199K 3.42% 8
2020
Q1 		$8M Sell
93,711
-1,287
-1% -$109K 4.26% 4
2019
Q4 		$7.97M Sell
94,998
-215,639
-69% -$18.1M 3.69% 8
2019
Q3 		$26.2M Buy
310,637
+33,144
+12% +$2.78M 14.87% 1
2019
Q2 		$23.1M Buy
277,493
+206,744
+292% +$16.8M 14.55% 1
2019
Q1 		$5.74M Buy
+70,749
New +$5.65M 4.53% 8

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

Stratos Investment Management's BND Position: Q1 2026 in Review

Stratos Investment Management increased its Vanguard Total Bond Market (BND) stake by 9.3% in Q1 2026, buying an estimated $535K and bringing the position to 84,679 shares worth $6.24M. The position accounts for 0.25% of the portfolio, ranked #84.

Stratos Investment Management first reported a position in BND in Q1 2019 and has held it in 29 quarters since. The position peaked at $31.8M in Q1 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Stratos Investment Management held 84,679 shares of Vanguard Total Bond Market worth $6.24M as of Q1 2026.
  • Stratos Investment Management bought 7,209 Vanguard Total Bond Market shares in Q1 2026, an estimated $535K.
  • Vanguard Total Bond Market made up 0.25% of Stratos Investment Management's portfolio in Q1 2026, its #84 holding.
  • Stratos Investment Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 29 quarters since.
  • Stratos Investment Management's Vanguard Total Bond Market position peaked at $31.8M in Q1 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.