KWM
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KW Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

KW Wealth Management’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
-28,648
Closed -$2.12M – 11
2025
Q4 		$2.12M Sell
28,648
-1,729
-6% -$129K 3.22% 7
2025
Q3 		$2.26M Buy
+30,377
New +$2.24M 3.85% 5

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

KW Wealth Management's BND Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 28,648 shares — an estimated $2.12M sold.

KW Wealth Management first reported a position in BND in Q3 2025 and held it in 2 quarters. The position peaked at $2.26M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 28,648 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.12M.
  • KW Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard Total Bond Market position peaked at $2.26M in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.