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Triad Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Triad Wealth Partners’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 		$7.62M Sell
103,450
-6,021
-6% -$447K 0.6% 35
2025
Q4 		$8.11M Buy
109,471
+37,554
+52% +$2.8M 0.77% 33
2025
Q3 		$5.35M Buy
71,917
+4,579
+7% +$337K 0.69% 34
2025
Q2 		$4.96M Buy
67,338
+22,547
+50% +$1.64M 1% 27
2025
Q1 		$3.29M Sell
44,791
-14,133
-24% -$1.03M 1.02% 23
2024
Q4 		$4.24M Sell
58,924
-110,265
-65% -$8.06M 1.53% 16
2024
Q3 		$12.7M Sell
169,189
-74,652
-31% -$5.52M 6.76% 5
2024
Q2 		$17.6M Buy
243,841
+38,488
+19% +$2.76M 9.21% 1
2024
Q1 		$14.9M Buy
+205,353
New +$14.9M 11.44% 1

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

Triad Wealth Partners's BND Position: Q1 2026 in Review

Triad Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 5.5% in Q1 2026, selling an estimated $447K and leaving 103,450 shares worth $7.62M. The position accounts for 0.6% of the portfolio, ranked #35.

Triad Wealth Partners first reported a position in BND in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.6M in Q2 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Triad Wealth Partners held 103,450 shares of Vanguard Total Bond Market worth $7.62M as of Q1 2026.
  • Triad Wealth Partners sold 6,021 Vanguard Total Bond Market shares in Q1 2026, an estimated $447K.
  • Vanguard Total Bond Market made up 0.6% of Triad Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • Triad Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Vanguard Total Bond Market position peaked at $17.6M in Q2 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.