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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
Q2 		$899K Hold
12,240
– – 0.09% 133
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Catalyst Financial Partners's BND Position: Q2 2026 in Review

Catalyst Financial Partners held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 12,240 shares worth $899K. The position accounts for 0.09% of the portfolio, ranked #133.

Catalyst Financial Partners first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.8M in Q1 2023. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Catalyst Financial Partners held 12,240 shares of Vanguard Total Bond Market worth $899K as of Q2 2026.
  • Catalyst Financial Partners left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #133 holding.
  • Catalyst Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Vanguard Total Bond Market position peaked at $5.8M in Q1 2023.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.