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Walter & Keenan Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Walter & Keenan 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
Q2 		$321K Buy
4,376
+58
+1% +$4.26K 0.08% 137
2026
Q1 		$318K Buy
4,318
+193
+5% +$14.3K 0.09% 132
2025
Q4 		$306K Buy
4,125
+46
+1% +$3.42K 0.08% 133
2025
Q3 		$303K Buy
4,079
+316
+8% +$23.3K 0.08% 132
2025
Q2 		$277K Buy
+3,763
New +$274K 0.08% 134

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Walter & Keenan Wealth Management's BND Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Vanguard Total Bond Market (BND) stake by 1.3% in Q2 2026, buying an estimated $4.26K and bringing the position to 4,376 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #137.

Walter & Keenan Wealth Management first reported a position in BND in Q2 2025 and has held it in 5 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Walter & Keenan Wealth Management held 4,376 shares of Vanguard Total Bond Market worth $321K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 58 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.26K.
  • Vanguard Total Bond Market made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.