Keystone Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

Keystone Wealth 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	$1.62M	Sell	22,105 -157	-0.7%	-$11.5K	0.3%	83
2026 Q1	$1.64M	Buy	22,262 +2,533	+13%	+$188K	0.35%	69
2025 Q4	$1.46M	Buy	19,729 +939	+5%	+$69.9K	0.31%	64
2025 Q3	$1.4M	Buy	18,790 +183	+1%	+$13.5K	0.3%	81
2025 Q2	$1.37M	Sell	18,607 -89	-0.5%	-$6.47K	0.33%	73
2025 Q1	$1.37M	Buy	18,696 +310	+2%	+$22.5K	0.37%	65
2024 Q4	$1.32M	Buy	18,386 +2,350	+15%	+$172K	0.35%	69
2024 Q3	$1.2M	Buy	16,036 +7,814	+95%	+$578K	0.33%	72
2024 Q2	$592K	Buy	+8,222	New	+$589K	0.18%	118

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Keystone Wealth Services's BND Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard Total Bond Market (BND) stake by 0.71% in Q2 2026, selling an estimated $11.5K and leaving 22,105 shares worth $1.62M. The position accounts for 0.3% of the portfolio, ranked #83.

Keystone Wealth Services first reported a position in BND in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Keystone Wealth Services held 22,105 shares of Vanguard Total Bond Market worth $1.62M as of Q2 2026.
Keystone Wealth Services sold 157 Vanguard Total Bond Market shares in Q2 2026, an estimated $11.5K.
Vanguard Total Bond Market made up 0.3% of Keystone Wealth Services's portfolio in Q2 2026, its #83 holding.
Keystone Wealth Services first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 9 quarters since.
Keystone Wealth Services's Vanguard Total Bond Market position peaked at $1.64M in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.