Widmann Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Widmann Financial Services’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	$769K	Buy	10,449 +231	+2%	+$17.1K	0.46%	61
2025 Q4	$757K	Hold	10,218	–	–	0.46%	63
2025 Q3	$760K	Hold	10,218	–	–	0.48%	59
2025 Q2	$752K	Hold	10,218	–	–	0.52%	52
2025 Q1	$751K	Hold	10,218	–	–	0.58%	50
2024 Q4	$735K	Hold	10,218	–	–	0.57%	50
2024 Q3	$767K	Buy	+10,218	New	+$756K	0.58%	50
2022 Q1	–	Sell	-1,150	Closed	-$97K	–	126
2021 Q4	$97K	Buy	+1,150	New	+$97.9K	0.08%	124

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Widmann Financial Services's BND Position: Q1 2026 in Review

Widmann Financial Services increased its Vanguard Total Bond Market (BND) stake by 2.3% in Q1 2026, buying an estimated $17.1K and bringing the position to 10,449 shares worth $769K. The position accounts for 0.46% of the portfolio, ranked #61.

Widmann Financial Services first reported a position in BND in Q4 2021 and has held it in 8 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Widmann Financial Services held 10,449 shares of Vanguard Total Bond Market worth $769K as of Q1 2026.
Widmann Financial Services bought 231 Vanguard Total Bond Market shares in Q1 2026, an estimated $17.1K.
Vanguard Total Bond Market made up 0.46% of Widmann Financial Services's portfolio in Q1 2026, its #61 holding.
Widmann Financial Services first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 8 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.