KWA
BND icon

Kingswood Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Kingswood Wealth 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 		$1.13M Buy
15,349
+3,745
+32% +$275K 0.05% 380
2026
Q1 		$855K Buy
11,604
+1,598
+16% +$119K 0.04% 409
2025
Q4 		$741K Sell
10,006
-1,471
-13% -$109K 0.04% 415
2025
Q3 		$854K Sell
11,477
-376
-3% -$27.7K 0.05% 336
2025
Q2 		$873K Sell
11,853
-876
-7% -$63.7K 0.07% 287
2025
Q1 		$935K Sell
12,729
-6,184
-33% -$449K 0.09% 260
2024
Q4 		$1.36M Buy
18,913
+11,328
+149% +$828K 0.1% 210
2024
Q3 		$570K Sell
7,585
-5,765
-43% -$427K 0.04% 424
2024
Q2 		$962K Buy
13,350
+43
+0.3% +$3.08K 0.09% 244
2024
Q1 		$967K Sell
13,307
-2,140
-14% -$155K 0.11% 213
2023
Q4 		$1.14M Buy
+15,447
New +$1.09M 0.13% 174
2023
Q3 		– Sell
-5,618
Closed -$408K – 429
2023
Q2 		$408K Buy
+5,618
New +$412K 0.13% 160

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

Kingswood Wealth Advisors's BND Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 32% in Q2 2026, buying an estimated $275K and bringing the position to 15,349 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #380.

Kingswood Wealth Advisors first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Kingswood Wealth Advisors held 15,349 shares of Vanguard Total Bond Market worth $1.13M as of Q2 2026.
  • Kingswood Wealth Advisors bought 3,745 Vanguard Total Bond Market shares in Q2 2026, an estimated $275K.
  • Vanguard Total Bond Market made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Vanguard Total Bond Market position peaked at $1.36M in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.