Catalyst Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Catalyst Financial Partners’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	$901K	Buy	12,240 +1,900	+18%	+$141K	0.11%	115
2025 Q4	$766K	Sell	10,340 -3,395	-25%	-$253K	0.09%	126
2025 Q3	$1.02M	Hold	13,735	–	–	0.12%	84
2025 Q2	$1.01M	Hold	13,735	–	–	0.11%	81
2025 Q1	$1.01M	Buy	13,735 +150	+1%	+$10.9K	0.19%	62
2024 Q4	$977K	Sell	13,585 -4,299	-24%	-$314K	0.18%	65
2024 Q3	$1.34M	Sell	17,884 -4,579	-20%	-$339K	0.26%	50
2024 Q2	$1.62M	Sell	22,463 -11,272	-33%	-$807K	0.36%	39
2024 Q1	$2.39M	Sell	33,735 -38,175	-53%	-$2.77M	0.62%	25
2023 Q4	$5.29M	Sell	71,910 -4,495	-6%	-$317K	1.49%	14
2023 Q3	$5.33M	Sell	76,405 -1,607	-2%	-$115K	1.72%	13
2023 Q2	$5.67M	Sell	78,012 -492	-0.6%	-$36K	2.02%	12
2023 Q1	$5.8M	Buy	78,504 +7,508	+11%	+$549K	2.48%	10
2022 Q4	$5.1M	Buy	+70,996	New	+$5.09M	2.62%	8

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

Catalyst Financial Partners's BND Position: Q1 2026 in Review

Catalyst Financial Partners increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2026, buying an estimated $141K and bringing the position to 12,240 shares worth $901K. The position accounts for 0.11% of the portfolio, ranked #115.

Catalyst Financial Partners first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.8M in Q1 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Catalyst Financial Partners held 12,240 shares of Vanguard Total Bond Market worth $901K as of Q1 2026.
Catalyst Financial Partners bought 1,900 Vanguard Total Bond Market shares in Q1 2026, an estimated $141K.
Vanguard Total Bond Market made up 0.11% of Catalyst Financial Partners's portfolio in Q1 2026, its #115 holding.
Catalyst Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Vanguard Total Bond Market position peaked at $5.8M in Q1 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.