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Retirement Planning Group (Kansas)’s Vanguard Total Bond Market BND Stock Holding History

Retirement Planning Group (Kansas)’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 		$6.83M Sell
92,806
-13,791
-13% -$1.02M 0.21% 46
2025
Q4 		$7.9M Sell
106,597
-11,201
-10% -$834K 0.26% 40
2025
Q3 		$8.76M Sell
117,798
-25,722
-18% -$1.89M 0.3% 40
2025
Q2 		$10.6M Sell
143,520
-9,697
-6% -$705K 0.45% 27
2025
Q1 		$11.3M Sell
153,217
-69,521
-31% -$5.05M 0.53% 26
2024
Q4 		$16M Sell
222,738
-230,860
-51% -$16.9M 0.81% 23
2024
Q3 		$34.1M Sell
453,598
-425,036
-48% -$31.5M 1.86% 16
2024
Q2 		$63.3M Buy
878,634
+26,152
+3% +$1.87M 4.02% 9
2024
Q1 		$61.9M Buy
852,482
+57,275
+7% +$4.16M 4.74% 7
2023
Q4 		$58.5M Buy
795,207
+54,116
+7% +$3.82M 5.24% 7
2023
Q3 		$51.7M Sell
741,091
-30,426
-4% -$2.17M 5.49% 7
2023
Q2 		$56.1M Buy
771,517
+27,305
+4% +$2M 5.6% 7
2023
Q1 		$54.9M Buy
744,212
+31,089
+4% +$2.27M 5.85% 7
2022
Q4 		$51.2M Sell
713,123
-15,832
-2% -$1.13M 5.85% 7
2022
Q3 		$52M Sell
728,955
-67,113
-8% -$5.02M 6.54% 6
2022
Q2 		$59.9M Buy
796,068
+9,191
+1% +$699K 7.39% 6
2022
Q1 		$62.6M Buy
786,877
+85,918
+12% +$7.02M 6.84% 6
2021
Q4 		$59.4M Buy
700,959
+11,614
+2% +$989K 5.74% 7
2021
Q3 		$58.9M Buy
689,345
+23,166
+3% +$2M 6.7% 5
2021
Q2 		$57.2M Buy
666,179
+88,865
+15% +$7.58M 6.57% 5
2021
Q1 		$48.9M Buy
577,314
+42,023
+8% +$3.62M 6.73% 5
2020
Q4 		$47.2M Buy
535,291
+63,245
+13% +$5.56M 6.84% 5
2020
Q3 		$41.6M Buy
472,046
+199,210
+73% +$17.7M 6.79% 5
2020
Q2 		$24.1M Buy
+272,836
New +$23.9M 4.43% 10
2020
Q1 		– Sell
-2,739
Closed -$230K – 58
2019
Q4 		$230K Sell
2,739
-3,981
-59% -$335K 0.05% 69
2019
Q3 		$567K Sell
6,720
-102
-1% -$8.55K 0.12% 39
2019
Q2 		$567K Sell
6,822
-4,246
-38% -$346K 0.13% 37
2019
Q1 		$899K Sell
11,068
-40,158
-78% -$3.21M 0.22% 32
2018
Q4 		$4.06M Sell
51,226
-782,473
-94% -$61.2M 1.08% 19
2018
Q3 		$65.6M Sell
833,699
-7,135
-0.8% -$564K 16.9% 2
2018
Q2 		$66.6M Sell
840,834
-18,296
-2% -$1.45M 17.94% 2
2018
Q1 		$68.7M Buy
859,130
+60,619
+8% +$4.85M 18.63% 2
2017
Q4 		$65.1M Buy
798,511
+47,665
+6% +$3.89M 17.78% 2
2017
Q3 		$61.5M Buy
750,846
+39,545
+6% +$3.24M 17.56% 2
2017
Q2 		$58.2M Buy
711,301
+435,908
+158% +$35.6M 17.48% 2
2017
Q1 		$22.3M Buy
275,393
+9,567
+4% +$774K 6.79% 5
2016
Q4 		$21.5M Sell
265,826
-49,224
-16% -$4.03M 6.87% 5
2016
Q3 		$26.5M Buy
315,050
+14,441
+5% +$1.22M 8.57% 4
2016
Q2 		$25.3M Buy
300,609
+12,408
+4% +$1.03M 8.59% 4
2016
Q1 		$23.9M Buy
288,201
+9,038
+3% +$739K 8.45% 5
2015
Q4 		$22.5M Buy
+279,163
New +$22.7M 8.33% 5

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

Retirement Planning Group (Kansas)'s BND Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Total Bond Market (BND) stake by 13% in Q1 2026, selling an estimated $1.02M and leaving 92,806 shares worth $6.83M. The position accounts for 0.21% of the portfolio, ranked #46.

Retirement Planning Group (Kansas) first reported a position in BND in Q4 2015 and has held it in 41 quarters since. The position peaked at $68.7M in Q1 2018. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Retirement Planning Group (Kansas) held 92,806 shares of Vanguard Total Bond Market worth $6.83M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 13,791 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.02M.
  • Vanguard Total Bond Market made up 0.21% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #46 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 41 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Total Bond Market position peaked at $68.7M in Q1 2018.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.