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Kathmere Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Kathmere Capital Management’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 		$259K Sell
3,519
-232
-6% -$17.2K 0.02% 510
2025
Q4 		$278K Buy
+3,751
New +$279K 0.02% 438
2023
Q4 		– Sell
-4,340
Closed -$303K – 295
2023
Q3 		$303K Hold
4,340
– – 0.04% 185
2023
Q2 		$315K Sell
4,340
-82
-2% -$6.01K 0.05% 162
2023
Q1 		$326K Sell
4,422
-586
-12% -$42.9K 0.05% 145
2022
Q4 		$360K Sell
5,008
-6,242
-55% -$447K 0.06% 125
2022
Q3 		$802K Buy
11,250
+6,945
+161% +$520K 0.16% 70
2022
Q2 		$324K Sell
4,305
-1
-0% -$76 0.06% 114
2022
Q1 		$342K Sell
4,306
-72
-2% -$5.88K 0.06% 116
2021
Q4 		$371K Hold
4,378
– – 0.06% 91
2021
Q3 		$374K Sell
4,378
-546
-11% -$47.1K 0.07% 90
2021
Q2 		$423K Sell
4,924
-176
-3% -$15K 0.08% 80
2021
Q1 		$432K Sell
5,100
-285
-5% -$24.6K 0.09% 75
2020
Q4 		$475K Hold
5,385
– – 0.1% 66
2020
Q3 		$475K Sell
5,385
-123
-2% -$10.9K 0.12% 61
2020
Q2 		$487K Sell
5,508
-12,746
-70% -$1.11M 0.14% 61
2020
Q1 		$1.56M Sell
18,254
-23,438
-56% -$1.99M 0.57% 35
2019
Q4 		$3.5M Buy
+41,692
New +$3.51M 1.25% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathmere Capital Management's BND Position: Q1 2026 in Review

Kathmere Capital Management reduced its Vanguard Total Bond Market (BND) stake by 6.2% in Q1 2026, selling an estimated $17.2K and leaving 3,519 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #510.

Kathmere Capital Management first reported a position in BND in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.5M in Q4 2019. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Kathmere Capital Management held 3,519 shares of Vanguard Total Bond Market worth $259K as of Q1 2026.
  • Kathmere Capital Management sold 232 Vanguard Total Bond Market shares in Q1 2026, an estimated $17.2K.
  • Vanguard Total Bond Market made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #510 holding.
  • Kathmere Capital Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 18 quarters since.
  • Kathmere Capital Management's Vanguard Total Bond Market position peaked at $3.5M in Q4 2019.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.