SEC 13F Intelligence

Kw Wealth Management LLC / BND

Kw Wealth Management LLC’s Vanguard Bd Index Fds Position

Does Kw Wealth Management LLC own Vanguard Bd Index Fds (BND)? Not currently — the last reported position was 28.6K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
28.6K
% of Portfolio
+3.22%
Quarters Held
2
position exited

Position History BND

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202528.6K$2M+3.22%
Q3 202530.4K$2M+3.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of BND.