Bare Financial Services, Inc BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 2009426
As of 2026-06-30, Bare Financial Services, Inc reported 498.41K BND (shares), valued at $36.59M, or 8.39% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 8.50%; reported value increased 8.17%, and weight changed -0.55 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 | 8.39% | 498,411 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 8.94% | 459,348 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 8.90% | 431,766 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 8.53% | 384,148 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 8.33% | 335,468 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 8.59% | 304,291 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 8.09% | 279,726 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 7.78% | 252,080 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.81% | 98,590 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.07% | 968 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.07% | 968 | $68.41K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 3.81% | 98,590 | $7.25M | Shares increased 10084.92%; reported value increased 10495.59%, and weight changed +3.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 7.78% | 252,080 | $18.93M | Shares increased 155.69%; reported value increased 161.22%, and weight changed +3.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 8.09% | 279,726 | $20.12M | Shares increased 10.97%; reported value increased 6.24%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 8.59% | 304,291 | $22.35M | Shares increased 8.78%; reported value increased 11.11%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 8.33% | 335,468 | $24.70M | Shares increased 10.25%; reported value increased 10.52%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 8.53% | 384,148 | $28.57M | Shares increased 14.51%; reported value increased 15.66%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 8.90% | 431,766 | $31.98M | Shares increased 12.40%; reported value increased 11.94%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 8.94% | 459,348 | $33.83M | Shares increased 6.39%; reported value increased 5.77%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 8.39% | 498,411 | $36.59M | Shares increased 8.50%; reported value increased 8.17%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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