Rinkey Investments BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1730774
As of 2026-06-30, Rinkey Investments reported 233.16K BND (shares), valued at $17.12M, or 4.03% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares increased 12.74%; reported value increased 12.39%, and weight changed +0.13 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 | 4.03% | 233,157 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 3.90% | 206,814 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 1.59% | 84,271 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 1.96% | 99,349 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.47% | 66,238 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.66% | 28,152 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.36% | 15,654 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.25% | 10,388 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 0.10% | 3,720 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.10% | 3,659 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 0.09% | 3,252 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 0.10% | 3,252 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.10% | 3,252 | $226.93K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 0.09% | 3,252 | $239.19K | Shares unchanged; reported value increased 5.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.10% | 3,659 | $265.75K | Shares increased 12.52%; reported value increased 11.11%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 0.10% | 3,720 | $268.03K | Shares increased 1.67%; reported value increased 0.86%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.25% | 10,388 | $780.24K | Shares increased 179.25%; reported value increased 191.11%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 0.36% | 15,654 | $1.13M | Shares increased 50.69%; reported value increased 44.27%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.66% | 28,152 | $2.07M | Shares increased 79.84%; reported value increased 83.69%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.47% | 66,238 | $4.88M | Shares increased 135.29%; reported value increased 135.86%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.96% | 99,349 | $7.39M | Shares increased 49.99%; reported value increased 51.50%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.59% | 84,271 | $6.24M | Shares decreased 15.18%; reported value decreased 15.52%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 3.90% | 206,814 | $15.23M | Shares increased 145.42%; reported value increased 143.99%, and weight changed +2.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.03% | 233,157 | $17.12M | Shares increased 12.74%; reported value increased 12.39%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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