Keystone Financial Group (Kentucky)’s Vanguard Total Bond Market BND Stock Holding History

Keystone Financial Group (Kentucky)’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	$12.5M	Buy	169,636 +5,019	+3%	+$372K	0.85%	23
2025 Q4	$12.2M	Buy	164,617 +1,014	+0.6%	+$75.5K	0.9%	25
2025 Q3	$12.2M	Buy	163,603 +25,882	+19%	+$1.91M	0.93%	23
2025 Q2	$10.1M	Buy	137,721 +4,746	+4%	+$345K	0.91%	22
2025 Q1	$9.7M	Buy	132,975 +6,551	+5%	+$475K	0.99%	20
2024 Q4	$9.09M	Buy	126,424 +43,247	+52%	+$3.16M	0.89%	21
2024 Q3	$6.25M	Buy	+83,177	New	+$6.16M	0.8%	25
2024 Q2	–	Sell	-79,508	Closed	-$5.77M	–	178
2024 Q1	$5.77M	Buy	79,508 +1,627	+2%	+$118K	0.84%	22
2023 Q4	$5.73M	Buy	77,881 +37,455	+93%	+$2.64M	1%	18
2023 Q3	$2.82M	Buy	40,426 +3,660	+10%	+$261K	0.47%	45
2023 Q2	$2.67M	Buy	+36,766	New	+$2.69M	0.45%	48
2022 Q4	$2.38M	Buy	33,153 +157	+0.5%	+$11.2K	0.47%	48
2022 Q3	$2.35M	Buy	32,996 +2,991	+10%	+$224K	0.48%	42
2022 Q2	$2.26M	Buy	30,005 +124	+0.4%	+$9.44K	0.45%	46
2022 Q1	$2.38M	Buy	29,881 +148	+0.5%	+$12.1K	0.4%	54
2021 Q4	$2.52M	Buy	29,733 +1,231	+4%	+$105K	0.41%	55
2021 Q3	$2.44M	Buy	28,502 +141	+0.5%	+$12.2K	0.44%	53
2021 Q2	$2.44M	Buy	28,361 +372	+1%	+$31.7K	0.44%	53
2021 Q1	$2.37M	Sell	27,989 -1,953	-7%	-$168K	0.46%	50
2020 Q4	$2.64M	Buy	29,942 +1,135	+4%	+$99.9K	0.55%	43
2020 Q3	$2.54M	Buy	28,807 +6,646	+30%	+$589K	0.62%	35
2020 Q2	$1.96M	Buy	22,161 +2,243	+11%	+$196K	0.53%	44
2020 Q1	$1.7M	Buy	19,918 +4,636	+30%	+$394K	0.56%	45
2019 Q4	$1.28M	Buy	15,282 +2,501	+20%	+$210K	0.34%	71
2019 Q3	$1.08M	Buy	12,781 +1,987	+18%	+$167K	0.33%	75
2019 Q2	$897K	Buy	10,794 +1,895	+21%	+$154K	0.29%	85
2019 Q1	$722K	Buy	8,899 +1,966	+28%	+$157K	0.26%	96
2018 Q4	$549K	Sell	6,933 -770	-10%	-$60.2K	0.25%	104
2018 Q3	$604K	Sell	7,703 -144	-2%	-$11.4K	0.25%	105
2018 Q2	$620K	Sell	7,847 -1,230	-14%	-$97.2K	0.35%	80
2018 Q1	$724K	Sell	9,077 -2,339	-20%	-$187K	0.4%	59
2017 Q4	$1.07M	Buy	+11,416	New	+$932K	0.66%	35

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

Keystone Financial Group (Kentucky)'s BND Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Total Bond Market (BND) stake by 3% in Q1 2026, buying an estimated $372K and bringing the position to 169,636 shares worth $12.5M. The position accounts for 0.85% of the portfolio, ranked #23.

Keystone Financial Group (Kentucky) first reported a position in BND in Q4 2017 and has held it in 32 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Keystone Financial Group (Kentucky) held 169,636 shares of Vanguard Total Bond Market worth $12.5M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 5,019 Vanguard Total Bond Market shares in Q1 2026, an estimated $372K.
Vanguard Total Bond Market made up 0.85% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #23 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 32 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.