Keener Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Keener Financial Planning’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	$500K	Sell	6,800 -171	-2%	-$12.7K	0.21%	31
2025 Q4	$516K	Hold	6,971	–	–	0.22%	29
2025 Q3	$518K	Sell	6,971 -119	-2%	-$8.76K	0.24%	23
2025 Q2	$522K	Buy	7,090 +2,650	+60%	+$193K	0.26%	23
2025 Q1	$326K	Sell	4,440 -2,623	-37%	-$190K	0.21%	30
2024 Q4	$507K	Sell	7,063 -691	-9%	-$50.5K	0.3%	22
2024 Q3	$582K	Sell	7,754 -281	-3%	-$20.8K	0.38%	19
2024 Q2	$578K	Buy	8,035 +180	+2%	+$12.9K	0.38%	19
2024 Q1	$571K	Sell	7,855 -1,763	-18%	-$128K	0.39%	18
2023 Q4	$707K	Buy	+9,618	New	+$679K	0.55%	17

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

Keener Financial Planning's BND Position: Q1 2026 in Review

Keener Financial Planning reduced its Vanguard Total Bond Market (BND) stake by 2.5% in Q1 2026, selling an estimated $12.7K and leaving 6,800 shares worth $500K. The position accounts for 0.21% of the portfolio, ranked #31.

Keener Financial Planning first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $707K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Keener Financial Planning held 6,800 shares of Vanguard Total Bond Market worth $500K as of Q1 2026.
Keener Financial Planning sold 171 Vanguard Total Bond Market shares in Q1 2026, an estimated $12.7K.
Vanguard Total Bond Market made up 0.21% of Keener Financial Planning's portfolio in Q1 2026, its #31 holding.
Keener Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Vanguard Total Bond Market position peaked at $707K in Q4 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.