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Kestra Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Kestra Advisory Services’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 		$99.4M Sell
1,354,712
-51,722
-4% -$3.8M 0.32% 57
2026
Q1 		$104M Buy
1,406,434
+124,202
+10% +$9.21M 0.39% 40
2025
Q4 		$95M Buy
1,282,232
+43,964
+4% +$3.27M 0.39% 41
2025
Q3 		$92.1M Buy
1,238,268
+900,376
+266% +$66.3M 0.42% 35
2025
Q2 		$24.9M Buy
337,892
+70,990
+27% +$5.16M 0.12% 153
2025
Q1 		$19.6M Sell
266,902
-859,236
-76% -$62.4M 0.09% 184
2024
Q4 		$81M Buy
1,126,138
+77,369
+7% +$5.66M 0.44% 30
2024
Q3 		$78.8M Buy
1,048,769
+51,933
+5% +$3.84M 0.43% 34
2024
Q2 		$67.4M Buy
996,836
+727,157
+270% +$52.1M 0.38% 39
2024
Q1 		$19.6M Buy
269,679
+35,181
+15% +$2.55M 0.13% 152
2023
Q4 		$17.2M Buy
234,498
+32,084
+16% +$2.27M 0.14% 145
2023
Q3 		$14.1M Buy
202,414
+30,873
+18% +$2.2M 0.14% 159
2023
Q2 		$12.5M Sell
171,541
-1,921
-1% -$141K 0.12% 183
2023
Q1 		$12.8M Sell
173,462
-58,900
-25% -$4.31M 0.14% 165
2022
Q4 		$16.7M Buy
232,362
+55,648
+31% +$3.99M 0.15% 161
2022
Q3 		$12.6M Sell
176,714
-429,183
-71% -$32.1M 0.13% 180
2022
Q2 		$45.6M Buy
605,897
+417,033
+221% +$31.7M 0.47% 32
2022
Q1 		$15M Sell
188,864
-6,859
-4% -$560K 0.16% 143
2021
Q4 		$16.6M Sell
195,723
-143,247
-42% -$12.2M 0.17% 136
2021
Q3 		$29M Buy
338,970
+149,355
+79% +$12.9M 0.29% 71
2021
Q2 		$16.3M Buy
189,615
+18,543
+11% +$1.58M 0.18% 131
2021
Q1 		$14.5M Sell
171,072
-216,285
-56% -$18.7M 0.18% 135
2020
Q4 		$34.1M Buy
387,357
+261,292
+207% +$23M 0.4% 45
2020
Q3 		$11.1M Buy
+126,065
New +$11.2M 0.21% 127

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

Kestra Advisory Services's BND Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard Total Bond Market (BND) stake by 3.7% in Q2 2026, selling an estimated $3.8M and leaving 1,354,712 shares worth $99.4M. The position accounts for 0.32% of the portfolio, ranked #57.

Kestra Advisory Services first reported a position in BND in Q3 2020 and has held it in 24 quarters since. The position peaked at $104M in Q1 2026. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Kestra Advisory Services held 1,354,712 shares of Vanguard Total Bond Market worth $99.4M as of Q2 2026.
  • Kestra Advisory Services sold 51,722 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.8M.
  • Vanguard Total Bond Market made up 0.32% of Kestra Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Kestra Advisory Services first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Vanguard Total Bond Market position peaked at $104M in Q1 2026.
  • 1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.