Creative Planning BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1540235
As of 2026-06-30, Creative Planning reported 130.67M BND (shares), valued at $9.59B, or 5.61% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 7.65%; reported value increased 7.32%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.61% | 130,673,715 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 6.06% | 121,385,406 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 6.24% | 117,781,202 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 7.10% | 124,942,968 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 7.23% | 114,896,140 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 7.50% | 108,563,586 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 7.03% | 100,567,828 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 6.82% | 91,686,451 | SEC filing ↗Filed Oct 11, 2024 |
| Q2 2024 | 6.50% | 84,438,154 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 6.10% | 75,747,096 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.04% | 61,103,613 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 5.17% | 55,509,448 | SEC filing ↗Filed Nov 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.17% | 55,509,448 | $3.87B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 16, 2023 |
| Q4 2023 | 0.04% | 61,103,613 | $21.72M | Shares increased 10.08%; reported value decreased 99.44%, and weight changed -5.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 6.10% | 75,747,096 | $5.50B | Shares increased 23.97%; reported value increased 25231.64%, and weight changed +6.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 6.50% | 84,438,154 | $6.08B | Shares increased 11.47%; reported value increased 10.58%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 6.82% | 91,686,451 | $6.89B | Shares increased 8.58%; reported value increased 13.20%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 11, 2024 |
| Q4 2024 | 7.03% | 100,567,828 | $7.23B | Shares increased 9.69%; reported value increased 5.01%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 7.50% | 108,563,586 | $7.97B | Shares increased 7.95%; reported value increased 10.26%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 7.23% | 114,896,140 | $8.46B | Shares increased 5.83%; reported value increased 6.09%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 7.10% | 124,942,968 | $9.29B | Shares increased 8.74%; reported value increased 9.84%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 6.24% | 117,781,202 | $8.72B | Shares decreased 5.73%; reported value decreased 6.11%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 6.06% | 121,385,406 | $8.94B | Shares increased 3.06%; reported value increased 2.46%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 5.61% | 130,673,715 | $9.59B | Shares increased 7.65%; reported value increased 7.32%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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