KOC
BND icon

Koss-Olinger Consulting’s Vanguard Total Bond Market BND Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-3,413
Closed -$253K – 258
2025
Q4 		$253K Buy
3,413
+57
+2% +$4.24K 0.02% 248
2025
Q3 		$247K Hold
3,356
– – 0.02% 281
2025
Q2 		$247K Sell
3,356
-159
-5% -$11.6K 0.02% 286
2025
Q1 		$258K Buy
+3,515
New +$255K 0.02% 267
2024
Q4 		– Sell
-3,168
Closed -$238K – 199
2024
Q3 		$238K Hold
3,168
– – 0.02% 244
2024
Q2 		$228K Buy
+3,168
New +$227K 0.02% 236
2024
Q1 		– Sell
-3,111
Closed -$229K – 72
2023
Q4 		$229K Buy
+3,111
New +$220K 0.02% 281
2023
Q2 		– Sell
-6,257
Closed -$462K – 284
2023
Q1 		$462K Hold
6,257
– – 0.06% 137
2022
Q4 		$450K Sell
6,257
-3,396
-35% -$243K 0.06% 127
2022
Q3 		$689K Buy
9,653
+6,692
+226% +$501K 0.12% 76
2022
Q2 		$223K Sell
2,961
-456,683
-99% -$34.8M 0.04% 152
2022
Q1 		$36.6M Buy
459,644
+32,390
+8% +$2.65M 5.88% 4
2021
Q4 		$36.2M Buy
427,254
+424,797
+17,289% +$36.2M 5.58% 4
2021
Q3 		$210K Hold
2,457
– – 0.03% 203
2021
Q2 		$211K Hold
2,457
– – 0.03% 217
2021
Q1 		$208K Buy
+2,457
New +$212K 0.04% 208

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koss-Olinger Consulting's BND Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 3,413 shares — an estimated $253K sold.

Koss-Olinger Consulting first reported a position in BND in Q1 2021 and held it in 16 quarters. The position peaked at $36.6M in Q1 2022. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,413 Vanguard Total Bond Market shares in Q1 2026, an estimated $253K.
  • Koss-Olinger Consulting first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 16 quarters.
  • Koss-Olinger Consulting's Vanguard Total Bond Market position peaked at $36.6M in Q1 2022.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.