SEC 13F Intelligence

Wiser Advisor Group LLC / BND

Wiser Advisor Group LLC’s Vanguard Bd Index Fds Position

Does Wiser Advisor Group LLC own Vanguard Bd Index Fds (BND)? Yes — 27.0K shares worth $2M (+2.40% of its 13F portfolio) as of Q1 2026, down from 28.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
27.0K
% of Portfolio
+2.40%
Quarters Held
10
currently held

Position History BND

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.0K$2M+2.40%
Q4 202528.2K$2M+2.39%
Q3 202527.7K$2M+2.56%
Q2 202529.6K$2M+3.78%
Q1 202530.7K$2M+3.33%
Q4 202432.5K$2M+3.40%
Q3 202432.7K$2M+3.67%
Q2 202433.7K$2M+3.82%
Q1 202440.3K$3M+4.59%
Q4 202342.1K$3M+5.15%

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