KFP
BNDW icon

Keener Financial Planning’s Vanguard Total World Bond ETF BNDW Stock Holding History

Keener Financial Planning’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,919
Closed -$203K – 80
2025
Q3 		$203K Sell
2,919
-49
-2% -$3.39K 0.09% 47
2025
Q2 		$205K Buy
2,968
+147
+5% +$10.1K 0.1% 49
2025
Q1 		$194K Sell
2,821
-163
-5% -$11.2K 0.13% 42
2024
Q4 		$203K Buy
2,984
+346
+13% +$24K 0.12% 42
2024
Q3 		$186K Sell
2,638
-279
-10% -$19.4K 0.12% 43
2024
Q2 		$198K Buy
2,917
+81
+3% +$5.49K 0.13% 44
2024
Q1 		$195K Buy
2,836
+183
+7% +$12.5K 0.13% 43
2023
Q4 		$184K Buy
+2,653
New +$179K 0.14% 43

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $363M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return