MCWS
BND icon

McKinley Carter Wealth Services’s Vanguard Total Bond Market BND Stock Holding History

McKinley Carter Wealth Services’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 		$11.1M Sell
150,734
-4,374
-3% -$324K 0.64% 34
2025
Q4 		$11.5M Sell
155,108
-14,536
-9% -$1.08M 0.64% 37
2025
Q3 		$12.6M Sell
169,644
-2,546
-1% -$187K 0.66% 33
2025
Q2 		$12.7M Sell
172,190
-5,852
-3% -$426K 0.7% 32
2025
Q1 		$13.1M Sell
178,042
-20,602
-10% -$1.5M 0.8% 28
2024
Q4 		$14.3M Buy
198,644
+45,803
+30% +$3.35M 0.87% 27
2024
Q3 		$11.5M Sell
152,841
-26,298
-15% -$1.95M 0.69% 30
2024
Q2 		$12.9M Buy
179,139
+9,318
+5% +$667K 0.82% 29
2024
Q1 		$12.3M Sell
169,821
-12,969
-7% -$941K 0.82% 26
2023
Q4 		$13.4M Buy
182,790
+57,546
+46% +$4.06M 0.98% 21
2023
Q3 		$8.74M Sell
125,244
-26,894
-18% -$1.92M 0.7% 30
2023
Q2 		$11.1M Sell
152,138
-11,293
-7% -$827K 0.83% 27
2023
Q1 		$12.1M Sell
163,431
-33,711
-17% -$2.47M 0.94% 21
2022
Q4 		$14.2M Buy
197,142
+75,808
+62% +$5.43M 1.2% 19
2022
Q3 		$8.65M Sell
121,334
-17,609
-13% -$1.32M 0.81% 24
2022
Q2 		$10.5M Buy
138,943
+99,654
+254% +$7.58M 0.93% 22
2022
Q1 		$3.13M Sell
39,289
-62,298
-61% -$5.09M 0.24% 77
2021
Q4 		$8.61M Buy
101,587
+62,230
+158% +$5.3M 0.64% 35
2021
Q3 		$3.36M Sell
39,357
-1,269
-3% -$110K 0.28% 74
2021
Q2 		$3.49M Sell
40,626
-3,544
-8% -$302K 0.29% 70
2021
Q1 		$3.74M Buy
44,170
+28,858
+188% +$2.49M 0.32% 70
2020
Q4 		$1.35M Buy
+15,312
New +$1.35M 0.18% 114

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McKinley Carter Wealth Services's BND Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Total Bond Market (BND) stake by 2.8% in Q1 2026, selling an estimated $324K and leaving 150,734 shares worth $11.1M. The position accounts for 0.64% of the portfolio, ranked #34.

McKinley Carter Wealth Services first reported a position in BND in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.3M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • McKinley Carter Wealth Services held 150,734 shares of Vanguard Total Bond Market worth $11.1M as of Q1 2026.
  • McKinley Carter Wealth Services sold 4,374 Vanguard Total Bond Market shares in Q1 2026, an estimated $324K.
  • Vanguard Total Bond Market made up 0.64% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #34 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's Vanguard Total Bond Market position peaked at $14.3M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.