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Wealth Alliance’s Vanguard Total Bond Market BND Stock Holding History

Wealth Alliance’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 		$294K Sell
3,988
-12
-0.3% -$890 0.03% 438
2025
Q4 		$296K Buy
4,000
+31
+0.8% +$2.31K 0.03% 430
2025
Q3 		$295K Buy
3,969
+16
+0.4% +$1.18K 0.03% 421
2025
Q2 		$291K Sell
3,953
-1,059
-21% -$77K 0.03% 421
2025
Q1 		$368K Buy
5,012
+8
+0.2% +$581 0.04% 346
2024
Q4 		$360K Buy
5,004
+672
+16% +$49.1K 0.04% 325
2024
Q3 		$325K Buy
4,332
+1,087
+33% +$80.4K 0.04% 378
2024
Q2 		$234K Sell
3,245
-1,902
-37% -$136K 0.03% 449
2024
Q1 		$374K Buy
5,147
+1,731
+51% +$126K 0.05% 341
2023
Q4 		$251K Buy
+3,416
New +$241K 0.04% 436
2023
Q2 		– Sell
-2,740
Closed -$202K – 514
2023
Q1 		$202K Sell
2,740
-449
-14% -$32.9K 0.03% 479
2022
Q4 		$229K Sell
3,189
-70
-2% -$5.01K 0.04% 430
2022
Q3 		$232K Sell
3,259
-437
-12% -$32.7K 0.05% 386
2022
Q2 		$278K Buy
3,696
+120
+3% +$9.13K 0.05% 343
2022
Q1 		$284K Sell
3,576
-237
-6% -$19.4K 0.06% 336
2021
Q4 		$323K Sell
3,813
-17
-0.4% -$1.45K 0.06% 310
2021
Q3 		$327K Sell
3,830
-461
-11% -$39.8K 0.07% 298
2021
Q2 		$369K Buy
4,291
+325
+8% +$27.7K 0.09% 267
2021
Q1 		$336K Sell
3,966
-1,348
-25% -$116K 0.09% 262
2020
Q4 		$469K Buy
5,314
+714
+16% +$62.8K 0.14% 175
2020
Q3 		$406K Sell
4,600
-224
-5% -$19.9K 0.15% 175
2020
Q2 		$426K Buy
4,824
+1,386
+40% +$121K 0.17% 160
2020
Q1 		$293K Buy
+3,438
New +$292K 0.16% 162

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

Wealth Alliance's BND Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard Total Bond Market (BND) stake by 0.3% in Q1 2026, selling an estimated $890 and leaving 3,988 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #438.

Wealth Alliance first reported a position in BND in Q1 2020 and has held it in 23 quarters since. The position peaked at $469K in Q4 2020. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Wealth Alliance held 3,988 shares of Vanguard Total Bond Market worth $294K as of Q1 2026.
  • Wealth Alliance sold 12 Vanguard Total Bond Market shares in Q1 2026, an estimated $890.
  • Vanguard Total Bond Market made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #438 holding.
  • Wealth Alliance first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Vanguard Total Bond Market position peaked at $469K in Q4 2020.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.