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Sunbelt Securities’s Vanguard Total Bond Market BND Stock Holding History

Sunbelt Securities’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 		$91.3K Hold
1,239
– – 0.01% 868
2025
Q4 		$91.8K Buy
1,239
+1
+0.1% +$74 0.01% 852
2025
Q3 		$92.1K Buy
1,238
+656
+113% +$48.3K 0.01% 851
2025
Q2 		$41.9K Buy
582
+65
+13% +$4.73K ﹤0.01% 985
2025
Q1 		$38K Sell
517
-65
-11% -$4.72K ﹤0.01% 972
2024
Q4 		$41.9K Sell
582
-166
-22% -$12.1K ﹤0.01% 984
2024
Q3 		$56.2K Sell
748
-171
-19% -$12.7K 0.01% 918
2024
Q2 		$66.2K Sell
919
-479
-34% -$34.3K 0.01% 839
2024
Q1 		$102K Sell
1,398
-1
-0.1% -$73 0.01% 709
2023
Q4 		$103K Sell
1,399
-6,231
-82% -$440K 0.01% 670
2023
Q3 		$532K Sell
7,630
-198
-3% -$14.1K 0.07% 273
2023
Q2 		$569K Buy
7,828
+201
+3% +$14.7K 0.08% 257
2023
Q1 		$560K Buy
7,627
+428
+6% +$31.3K 0.09% 240
2022
Q4 		$517K Buy
7,199
+370
+5% +$26.5K 0.1% 237
2022
Q3 		$487K Buy
6,829
+11
+0.2% +$823 0.1% 235
2022
Q2 		$513K Buy
6,818
+1,519
+29% +$116K 0.11% 233
2022
Q1 		$421K Buy
+5,299
New +$433K 0.08% 290
2021
Q4 		– Sell
-3,732
Closed -$322K – 468
2021
Q3 		$322K Hold
3,732
– – 0.06% 333
2021
Q2 		$322K Sell
3,732
-484
-11% -$41.3K 0.06% 333
2021
Q1 		$357K Sell
4,216
-2,064
-33% -$178K 0.07% 303
2020
Q4 		$554K Buy
6,280
+41
+0.7% +$3.61K 0.11% 213
2020
Q3 		$550K Buy
6,239
+1,953
+46% +$173K 0.15% 175
2020
Q2 		$378K Sell
4,286
-1,589
-27% -$139K 0.13% 193
2020
Q1 		$500K Buy
+5,875
New +$499K 0.02% 227
2019
Q4 		– Sell
-3,066
Closed -$259K – 623
2019
Q3 		$259K Buy
+3,066
New +$257K 0.03% 457

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
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sunbelt Securities's BND Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 1,239 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #868.

Sunbelt Securities first reported a position in BND in Q3 2019 and has held it in 25 quarters since. The position peaked at $569K in Q2 2023. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Sunbelt Securities held 1,239 shares of Vanguard Total Bond Market worth $91.3K as of Q1 2026.
  • Sunbelt Securities left its Vanguard Total Bond Market share count unchanged in Q1 2026.
  • Vanguard Total Bond Market made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #868 holding.
  • Sunbelt Securities first reported a position in Vanguard Total Bond Market in Q3 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's Vanguard Total Bond Market position peaked at $569K in Q2 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.