L.M. Kohn & Company’s Vanguard Total Bond Market BND Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-3,618	Closed	-$266K	–	140
2025 Q2	$266K	Sell	3,618 -250	-6%	-$18.2K	0.07%	225
2025 Q1	$284K	Sell	3,868 -325	-8%	-$23.6K	0.07%	209
2024 Q4	$302K	Sell	4,193 -790	-16%	-$57.8K	0.08%	188
2024 Q3	$374K	Buy	4,983 +300	+6%	+$22.2K	0.09%	179
2024 Q2	$337K	Sell	4,683 -5	-0.1%	-$358	0.09%	189
2024 Q1	$340K	Buy	4,688 +705	+18%	+$51.2K	0.1%	184
2023 Q4	$293K	Sell	3,983 -128	-3%	-$9.04K	0.09%	185
2023 Q3	$287K	Hold	4,111	–	–	0.1%	176
2023 Q2	$299K	Buy	4,111 +128	+3%	+$9.38K	0.11%	167
2023 Q1	$294K	Hold	3,983	–	–	0.12%	164
2022 Q4	$286K	Sell	3,983 -78	-2%	-$5.59K	0.13%	161
2022 Q3	$290K	Hold	4,061	–	–	0.14%	154
2022 Q2	$306K	Hold	4,061	–	–	0.14%	163
2022 Q1	$324K	Buy	+4,061	New	+$332K	0.12%	180

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

L.M. Kohn & Company's BND Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 3,618 shares — an estimated $266K sold.

L.M. Kohn & Company first reported a position in BND in Q1 2022 and held it in 14 quarters. The position peaked at $374K in Q3 2024. 1,654 funds tracked by Wall St. Rank hold BND as of Q3 2025.

L.M. Kohn & Company reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 3,618 Vanguard Total Bond Market shares in Q3 2025, an estimated $266K.
L.M. Kohn & Company first reported a position in Vanguard Total Bond Market in Q1 2022 and held it in 14 quarters.
L.M. Kohn & Company's Vanguard Total Bond Market position peaked at $374K in Q3 2024.
1,654 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.