TPW
BND icon

Talon Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Talon Private Wealth’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 		$1.64M Buy
+22,249
New +$1.65M 0.22% 85
2025
Q2 		$2.19M Buy
29,694
+11,353
+62% +$826K 0.3% 64
2025
Q1 		$1.35M Buy
18,341
+11,132
+154% +$808K 0.18% 81
2024
Q4 		$518K Buy
7,209
+905
+14% +$66.2K 0.11% 78
2024
Q3 		$474K Buy
+6,304
New +$467K 0.1% 49

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

Talon Private Wealth's BND Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 22,249 shares worth $1.64M. The stake represents 0.22% of the portfolio and ranks #85 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in BND as recently as Q2 2025.

Talon Private Wealth first reported a position in BND in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.19M in Q2 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Talon Private Wealth held 22,249 shares of Vanguard Total Bond Market worth $1.64M as of Q1 2026.
  • Vanguard Total Bond Market was a new Talon Private Wealth position in Q1 2026.
  • Vanguard Total Bond Market made up 0.22% of Talon Private Wealth's portfolio in Q1 2026, its #85 holding.
  • Talon Private Wealth first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Vanguard Total Bond Market position peaked at $2.19M in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.