WBH Advisory’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.3M | Sell |
330,479
-23,446
| -7% | -$1.74M | 1.82% | 9 |
|
|
2025
Q4 | $26.2M | Buy |
353,925
+15,215
| +4% | +$1.13M | 1.94% | 9 |
|
|
2025
Q3 | $25.2M | Sell |
338,710
-3,922
| -1% | -$289K | 1.92% | 10 |
|
|
2025
Q2 | $25.2M | Buy |
342,632
+82,540
| +32% | +$6M | 2.15% | 8 |
|
|
2025
Q1 | $19.1M | Buy |
260,092
+29,305
| +13% | +$2.13M | 1.78% | 13 |
|
|
2024
Q4 | $16.6M | Buy |
230,787
+21,279
| +10% | +$1.56M | 1.54% | 18 |
|
|
2024
Q3 | $15.7M | Buy |
209,508
+12,420
| +6% | +$919K | 1.49% | 18 |
|
|
2024
Q2 | $14.2M | Buy |
197,088
+3,542
| +2% | +$254K | 1.44% | 18 |
|
|
2024
Q1 | $14.1M | Buy |
193,546
+18,481
| +11% | +$1.34M | 1.45% | 17 |
|
|
2023
Q4 | $12.9M | Sell |
175,065
-27,070
| -13% | -$1.91M | 1.43% | 18 |
|
|
2023
Q3 | $14.1M | Buy |
202,135
+7,858
| +4% | +$561K | 1.73% | 13 |
|
|
2023
Q2 | $14.1M | Buy |
194,277
+4,489
| +2% | +$329K | 1.67% | 13 |
|
|
2023
Q1 | $14M | Buy |
+189,788
| New | +$13.9M | 1.75% | 10 |
|
|
2022
Q3 | $11.6M | Buy |
162,864
+26,898
| +20% | +$2.01M | 1.68% | 9 |
|
|
2022
Q2 | $10.2M | Sell |
135,966
-4,312
| -3% | -$328K | 1.36% | 18 |
|
|
2022
Q1 | $10.8M | Sell |
140,278
-17,685
| -11% | -$1.44M | 1.32% | 17 |
|
|
2021
Q4 | $13.4M | Buy |
157,963
+36,498
| +30% | +$3.11M | 1.53% | 17 |
|
|
2021
Q3 | $10.4M | Buy |
121,465
+20,960
| +21% | +$1.81M | 1.4% | 19 |
|
|
2021
Q2 | $8.69M | Buy |
100,505
+18,237
| +22% | +$1.56M | 1.27% | 21 |
|
|
2021
Q1 | $6.97M | Buy |
82,268
+11,533
| +16% | +$995K | 1.13% | 22 |
|
|
2020
Q4 | $6.19M | Buy |
70,735
+17,736
| +33% | +$1.56M | 1.06% | 24 |
|
|
2020
Q3 | $4.68M | Buy |
52,999
+11,722
| +28% | +$1.04M | 0.94% | 25 |
|
|
2020
Q2 | $3.65M | Buy |
41,277
+5,339
| +15% | +$467K | 0.88% | 28 |
|
|
2020
Q1 | $3.07K | Buy |
35,938
+15,530
| +76% | +$1.32M | 0.72% | 32 |
|
|
2019
Q4 | $1.71M | Buy |
20,408
+10,718
| +111% | +$901K | 0.35% | 65 |
|
|
2019
Q3 | $818K | Buy |
9,690
+6,668
| +221% | +$559K | 0.18% | 118 |
|
|
2019
Q2 | $251K | Buy |
3,022
+401
| +15% | +$32.7K | 0.06% | 214 |
|
|
2019
Q1 | $212K | Buy |
+2,621
| New | +$209K | 0.05% | 222 |
|
|
2018
Q1 | – | Sell |
-14,429
| Closed | -$1.18M | – | 226 |
|
|
2017
Q4 | $1.18M | Buy |
+14,429
| New | +$1.18M | 0.31% | 80 |
|
|
2017
Q2 | – | Sell |
-2,927
| Closed | -$237K | – | 228 |
|
|
2017
Q1 | $237K | Sell |
2,927
-415
| -12% | -$33.6K | 0.07% | 211 |
|
|
2016
Q4 | $270K | Buy |
3,342
+219
| +7% | +$17.9K | 0.09% | 186 |
|
|
2016
Q3 | $262K | Buy |
+3,123
| New | +$263K | 0.09% | 185 |
|
|
2015
Q2 | – | Sell |
-2,605
| Closed | -$217 | – | 198 |
|
|
2015
Q1 | $217 | Buy |
+2,605
| New | +$217K | 0.06% | 198 |
|
Other funds holding BND
VAI
AF
WBH Advisory's BND Position: Q1 2026 in Review
WBH Advisory reduced its Vanguard Total Bond Market (BND) stake by 6.6% in Q1 2026, selling an estimated $1.74M and leaving 330,479 shares worth $24.3M. The position accounts for 1.82% of the portfolio, ranked #9.
WBH Advisory first reported a position in BND in Q1 2015 and has held it in 33 quarters since. The position peaked at $26.2M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.
- WBH Advisory held 330,479 shares of Vanguard Total Bond Market worth $24.3M as of Q1 2026.
- WBH Advisory sold 23,446 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.74M.
- Vanguard Total Bond Market made up 1.82% of WBH Advisory's portfolio in Q1 2026, its #9 holding.
- WBH Advisory first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 33 quarters since.
- WBH Advisory's Vanguard Total Bond Market position peaked at $26.2M in Q4 2025.
- 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.