Caliber Wealth Management (Kansas)’s Vanguard Total Bond Market BND Stock Holding History

Caliber Wealth Management (Kansas)’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 Q2	$1.13M	Sell	15,332 -3,672	-19%	-$269K	0.11%	130
2026 Q1	$1.4M	Sell	19,004 -24,240	-56%	-$1.8M	0.15%	117
2025 Q4	$3.2M	Sell	43,244 -41,026	-49%	-$3.05M	0.34%	60
2025 Q3	$6.27M	Sell	84,270 -42,374	-33%	-$3.12M	0.7%	29
2025 Q2	$9.32M	Sell	126,644 -7,442	-6%	-$541K	1%	22
2025 Q1	$9.85M	Buy	+134,086	New	+$9.73M	1.34%	18

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BND Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, selling an estimated $269K and leaving 15,332 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #130.

Caliber Wealth Management (Kansas) first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.85M in Q1 2025. 796 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Caliber Wealth Management (Kansas) held 15,332 shares of Vanguard Total Bond Market worth $1.13M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 3,672 Vanguard Total Bond Market shares in Q2 2026, an estimated $269K.
Vanguard Total Bond Market made up 0.11% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #130 holding.
Caliber Wealth Management (Kansas) first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Vanguard Total Bond Market position peaked at $9.85M in Q1 2025.
796 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.