KFA Private Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

KFA Private Wealth Group’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	$2.08M	Buy	28,354 +7,357	+35%	+$540K	0.5%	33
2026 Q1	$1.55M	Buy	20,997 +11,578	+123%	+$859K	0.37%	36
2025 Q4	$698K	Buy	+9,419	New	+$701K	0.17%	62
2024 Q2	–	Sell	-6,279	Closed	-$456K	–	81
2024 Q1	$456K	Buy	6,279 +1,563	+33%	+$113K	0.14%	63
2023 Q4	$347K	Buy	4,716 +89	+2%	+$6.28K	0.12%	65
2023 Q3	$323K	Buy	4,627 +1,355	+41%	+$96.7K	0.13%	60
2023 Q2	$238K	Buy	3,272 +24	+0.7%	+$1.76K	0.1%	71
2023 Q1	$240K	Buy	3,248 +19	+0.6%	+$1.39K	0.11%	72
2022 Q4	$232K	Buy	+3,229	New	+$231K	0.12%	62
2021 Q4	–	Sell	-3,327	Closed	-$284K	–	71
2021 Q3	$284K	Buy	3,327 +13	+0.4%	+$1.12K	0.16%	58
2021 Q2	$285K	Sell	3,314 -338	-9%	-$28.8K	0.16%	60
2021 Q1	$309K	Sell	3,652 -193	-5%	-$16.6K	0.18%	57
2020 Q4	$339K	Sell	3,845 -1,288	-25%	-$113K	0.22%	48
2020 Q3	$453K	Buy	5,133 +423	+9%	+$37.5K	0.34%	36
2020 Q2	$416K	Sell	4,710 -372	-7%	-$32.5K	0.4%	31
2020 Q1	$434K	Sell	5,082 -4,973	-49%	-$422K	0.51%	26
2019 Q4	$843K	Buy	+10,055	New	+$845K	0.77%	16

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

KFA Private Wealth Group's BND Position: Q2 2026 in Review

KFA Private Wealth Group increased its Vanguard Total Bond Market (BND) stake by 35% in Q2 2026, buying an estimated $540K and bringing the position to 28,354 shares worth $2.08M. The position accounts for 0.5% of the portfolio, ranked #33.

KFA Private Wealth Group first reported a position in BND in Q4 2019 and has held it in 17 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

KFA Private Wealth Group held 28,354 shares of Vanguard Total Bond Market worth $2.08M as of Q2 2026.
KFA Private Wealth Group bought 7,357 Vanguard Total Bond Market shares in Q2 2026, an estimated $540K.
Vanguard Total Bond Market made up 0.5% of KFA Private Wealth Group's portfolio in Q2 2026, its #33 holding.
KFA Private Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 17 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.