Constant Guidance Financial LLC BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1995383
As of 2025-03-31, Constant Guidance Financial LLC reported 38.11K BND (shares), valued at $2.80M, or 3.52% of its reported non-derivative portfolio. Filed 2025-05-13.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 3.52% | 38,113 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 2.23% | 36,218 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.77% | 50,734 | SEC filing ↗Filed Aug 15, 2024Amended |
| Q1 2024 | 1.51% | 22,840 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 6.59% | 87,904 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 0.99% | 10,791 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.99% | 10,791 | $746.65K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 6.59% | 87,904 | $6.47M | Shares increased 714.60%; reported value increased 765.92%, and weight changed +5.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 1.51% | 22,840 | $1.64M | Shares decreased 74.02%; reported value decreased 74.56%, and weight changed -5.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 3.77% | 50,734 | $3.63M | Shares increased 122.13%; reported value increased 120.91%, and weight changed +2.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 2.23% | 36,218 | $2.72M | Shares decreased 28.61%; reported value decreased 25.12%, and weight changed -1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 3.52% | 38,113 | $2.80M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
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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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.