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TSA Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

TSA Wealth Management’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,207
Closed -$908K – 106
2025
Q4 		$908K Buy
+13,207
New +$920K 0.3% 47

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $268M AUM 16.92% 1-Year Est. Return

TSA Wealth Management's BNDW Position: Q1 2026 in Review

TSA Wealth Management sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 13,207 shares — an estimated $908K sold.

TSA Wealth Management first reported a position in BNDW in Q4 2025 and held it in 1 quarter. The position peaked at $908K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • TSA Wealth Management reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TSA Wealth Management sold 13,207 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $908K.
  • TSA Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2025 and held it in 1 quarter.
  • TSA Wealth Management's Vanguard Total World Bond ETF position peaked at $908K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.