TPWA
BND icon

Twin Peaks Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Twin Peaks Wealth Advisors’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 		$1.43M Buy
19,431
+2,145
+12% +$159K 0.36% 58
2025
Q4 		$1.28M Buy
17,286
+5,947
+52% +$443K 0.37% 58
2025
Q3 		$843K Sell
11,339
-6,100
-35% -$449K 0.29% 67
2025
Q2 		$1.28M Buy
17,439
+8,668
+99% +$630K 0.42% 52
2025
Q1 		$637K Sell
8,771
-5,699
-39% -$414K 0.29% 70
2024
Q4 		$1.04M Buy
14,470
+2,328
+19% +$170K 0.44% 52
2024
Q3 		$912K Buy
12,142
+690
+6% +$51.1K 0.42% 49
2024
Q2 		$825K Buy
11,452
+6,728
+142% +$482K 0.41% 52
2024
Q1 		$343K Sell
4,724
-2,774
-37% -$201K 0.19% 89
2023
Q4 		$551K Buy
+7,498
New +$529K 0.35% 59

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

Twin Peaks Wealth Advisors's BND Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, buying an estimated $159K and bringing the position to 19,431 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #58.

Twin Peaks Wealth Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Twin Peaks Wealth Advisors held 19,431 shares of Vanguard Total Bond Market worth $1.43M as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 2,145 Vanguard Total Bond Market shares in Q1 2026, an estimated $159K.
  • Vanguard Total Bond Market made up 0.36% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.