KSWA
BND icon

Kathleen S. Wright Associates’s Vanguard Total Bond Market BND Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$2.06M Buy
27,710
+557
+2% +$41K 0.76% 32
2025
Q2 		$2M Sell
27,153
-2,124
-7% -$154K 0.78% 30
2025
Q1 		$2.15M Buy
29,277
+2,888
+11% +$210K 0.89% 26
2024
Q4 		$1.9M Buy
26,389
+29
+0.1% +$2.12K 0.79% 32
2024
Q3 		$1.98M Sell
26,360
-146
-0.6% -$10.8K 0.82% 31
2024
Q2 		$1.91M Sell
26,506
-787
-3% -$56.4K 0.88% 28
2024
Q1 		$1.98M Sell
27,293
-579
-2% -$42K 0.93% 26
2023
Q4 		$2.05M Buy
27,872
+515
+2% +$36.4K 1.04% 23
2023
Q3 		$1.91M Buy
27,357
+33
+0.1% +$2.36K 1.07% 25
2023
Q2 		$1.99M Sell
27,324
-244
-0.9% -$17.9K 1.27% 22
2023
Q1 		$2.04M Buy
27,568
+1,607
+6% +$118K 1.34% 21
2022
Q4 		$1.86M Buy
25,961
+707
+3% +$50.6K 1.26% 21
2022
Q3 		$1.8M Buy
25,254
+7,398
+41% +$554K 1.46% 21
2022
Q2 		$1.34M Sell
17,856
-234
-1% -$17.8K 1.13% 28
2022
Q1 		$1.44M Sell
18,090
-272
-1% -$22.2K 1.05% 29
2021
Q4 		$1.56M Buy
+18,362
New +$1.56M 1.14% 27

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's BND Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q3 2025, buying an estimated $41K and bringing the position to 27,710 shares worth $2.06M. The position accounts for 0.76% of the portfolio, ranked #32.

Kathleen S. Wright Associates first reported a position in BND in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.15M in Q1 2025. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Kathleen S. Wright Associates held 27,710 shares of Vanguard Total Bond Market worth $2.06M as of Q3 2025.
  • Kathleen S. Wright Associates bought 557 Vanguard Total Bond Market shares in Q3 2025, an estimated $41K.
  • Vanguard Total Bond Market made up 0.76% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #32 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Vanguard Total Bond Market position peaked at $2.15M in Q1 2025.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.