Sightline Wealth Advisors, LLC BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1841979
As of 2026-06-30, Sightline Wealth Advisors, LLC reported 395.78K BND (shares), valued at $29.05M, or 10.63% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 6.62%; reported value increased 6.29%, and weight changed -0.94 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 | 10.63% | 395,782 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 11.57% | 371,207 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 11.32% | 358,522 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 10.90% | 324,712 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 11.66% | 328,063 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 12.52% | 323,363 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 11.76% | 303,081 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 11.22% | 271,188 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 8.51% | 189,689 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 7.36% | 153,941 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 5.91% | 105,670 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 2.69% | 41,312 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.69% | 41,312 | $2.88M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 5.91% | 105,670 | $7.77M | Shares increased 155.79%; reported value increased 169.60%, and weight changed +3.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 7.36% | 153,941 | $11.18M | Shares increased 45.68%; reported value increased 43.86%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 8.51% | 189,689 | $13.67M | Shares increased 23.22%; reported value increased 22.24%, and weight changed +1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 11.22% | 271,188 | $20.37M | Shares increased 42.96%; reported value increased 49.04%, and weight changed +2.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 11.76% | 303,081 | $21.79M | Shares increased 11.76%; reported value increased 7.00%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 12.52% | 323,363 | $23.75M | Shares increased 6.69%; reported value increased 8.98%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 11.66% | 328,063 | $24.16M | Shares increased 1.45%; reported value increased 1.70%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 10.90% | 324,712 | $24.15M | Shares decreased 1.02%; reported value decreased 0.03%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 11.32% | 358,522 | $26.56M | Shares increased 10.41%; reported value increased 9.97%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 11.57% | 371,207 | $27.34M | Shares increased 3.54%; reported value increased 2.94%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 10.63% | 395,782 | $29.05M | Shares increased 6.62%; reported value increased 6.29%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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