BND VANGUARD BD INDEX FD INC

Ownership history in KWMG, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which KWMG, LLC reported a position in VANGUARD BD INDEX FD INC (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.31% (2017 Q2)
Avg. % of fund
3.21%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 412,680 +12,539 +3.1% 2.63% $30.6M $73.60
2025 Q3 ADDED 400,141 +16,544 +4.3% 2.61% $29.8M $72.95
2025 Q2 ADDED 383,597 +2,614 +0.7% 2.65% $28.2M $71.51
2025 Q1 ADDED 380,983 +8,447 +2.3% 2.85% $28.0M $70.64
2024 Q4 ADDED 372,536 +8,352 +2.3% 2.76% $26.8M $68.73
2024 Q3 ADDED 364,184 +12,490 +3.6% 2.75% $27.4M $70.91
2024 Q2 ADDED 351,694 +23,629 +7.2% 2.73% $25.3M $67.40
2024 Q1 ADDED 328,065 +11,041 +3.5% 2.61% $23.8M $67.33
2023 Q4 ADDED 317,024 +4,826 +1.5% 2.73% $23.3M $67.80
2023 Q3 ADDED 312,198 +9,971 +3.3% 2.74% $21.8M $63.59
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BND price (monthly, adj. close)
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