SEC 13F Intelligence

Howard Wealth Management, LLC / BND

Howard Wealth Management, LLC’s Vanguard Bd Index Fds Position

Does Howard Wealth Management, LLC own Vanguard Bd Index Fds (BND)? Yes43.4K shares worth $3M (+1.34% of its 13F portfolio) as of Q1 2026, up from 42.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
43.4K
% of Portfolio
+1.34%
Quarters Held
25
currently held

Position History BND

Reported value by quarter
Q4 ’19: $141,000Q4 ’19Q2 ’20: $3MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $6MQ1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $4MQ4 ’22: $1MQ1 ’23: $850,215Q1 ’23Q2 ’23: $616,557Q3 ’23: $585,315Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.4K$3M+1.34%
Q4 202542.1K$3M+1.36%
Q3 202541.9K$3M+1.43%
Q2 202541.3K$3M+1.54%
Q1 202541.2K$3M+1.69%
Q4 202440.7K$3M+1.58%
Q3 202446.5K$3M+2.03%
Q2 202417.6K$1M+1.00%
Q1 202417.1K$1M+1.01%
Q4 202316.3K$1M+1.00%
Q3 20238.4K$585,315+0.54%
Q2 20238.5K$616,557+0.53%
Q1 202311.5K$850,215+0.71%
Q4 202217.2K$1M+1.01%
Q3 202255.6K$4M+2.81%
Q2 202266.5K$5M+5.30%
Q1 202276.8K$6M+3.33%
Q4 202174.2K$6M+3.32%
Q3 202182.4K$7M+3.94%
Q2 202183.1K$7M+3.93%
Q1 202183.2K$7M+4.12%
Q4 202082.2K$7M+4.52%
Q3 202071.1K$6M+4.47%
Q2 202031.2K$3M+2.25%
Q4 20191.7K$141,000+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of BND.