SEC 13F Intelligence

Motive Wealth Advisors / BND

Motive Wealth Advisors’s Vanguard Bd Index Fds Position

Does Motive Wealth Advisors own Vanguard Bd Index Fds (BND)? Yes72.5K shares worth $5M (+2.51% of its 13F portfolio) as of Q1 2026, down from 86.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
72.5K
% of Portfolio
+2.51%
Quarters Held
20
currently held

Position History BND

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $5MQ1 ’24: $7MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$5M+2.51%
Q4 202586.6K$6M+2.73%
Q3 202587.5K$7M+2.81%
Q2 202583.6K$6M+2.80%
Q1 202595.1K$7M+3.74%
Q4 202488.2K$6M+3.41%
Q3 202485.9K$6M+3.72%
Q2 202485.9K$6M+3.72%
Q1 202490.5K$7M+3.98%
Q4 202364.0K$5M+5.43%
Q3 202346.1K$3M+3.53%
Q2 202342.5K$3M+3.20%
Q1 202341.2K$3M+3.33%
Q4 202260.4K$4M+3.32%
Q3 202256.5K$4M+3.26%
Q2 202258.0K$4M+3.44%
Q1 202263.0K$5M+3.43%
Q4 202142.4K$4M+2.16%
Q3 202142.0K$4M+2.42%
Q2 202138.6K$3M+2.37%

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