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Kelleher Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Kelleher Financial Advisors’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 		$180K Buy
2,450
+1,040
+74% +$76.3K 0.03% 302
2026
Q1 		$104K Buy
1,410
+185
+15% +$13.7K 0.03% 282
2025
Q4 		$90.7K Buy
1,225
+800
+188% +$59.5K 0.02% 327
2025
Q3 		$31.6K Buy
+425
New +$31.3K 0.01% 380
2020
Q4 		– Sell
-2,355
Closed -$207K – 107
2020
Q3 		$207K Buy
+2,355
New +$209K 0.17% 91

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

Kelleher Financial Advisors's BND Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 74% in Q2 2026, buying an estimated $76.3K and bringing the position to 2,450 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #302.

Kelleher Financial Advisors first reported a position in BND in Q3 2020 and has held it in 5 quarters since. The position peaked at $207K in Q3 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Kelleher Financial Advisors held 2,450 shares of Vanguard Total Bond Market worth $180K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,040 Vanguard Total Bond Market shares in Q2 2026, an estimated $76.3K.
  • Vanguard Total Bond Market made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Kelleher Financial Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Vanguard Total Bond Market position peaked at $207K in Q3 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.