Triad Wealth Partners, LLC BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 2012717
As of 2026-06-30, Triad Wealth Partners, LLC reported 103.03K BND (shares), valued at $7.43M, or 0.44% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 0.41%; reported value decreased 2.42%, and weight changed -0.16 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 | 0.44% | 103,030 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.60% | 103,450 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 0.77% | 109,471 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 0.69% | 71,917 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.00% | 67,338 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 1.02% | 44,791 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.53% | 58,924 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 6.76% | 169,189 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 9.21% | 243,841 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 11.44% | 205,353 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| 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 | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 11.44% | 205,353 | $14.91M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 9.21% | 243,841 | $17.57M | Shares increased 18.74%; reported value increased 17.79%, and weight changed -2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 6.76% | 169,189 | $12.71M | Shares decreased 30.62%; reported value decreased 27.67%, and weight changed -2.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.53% | 58,924 | $4.24M | Shares decreased 65.17%; reported value decreased 66.66%, and weight changed -5.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.02% | 44,791 | $3.29M | Shares decreased 23.99%; reported value decreased 22.36%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.00% | 67,338 | $4.96M | Shares increased 50.34%; reported value increased 50.71%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 0.69% | 71,917 | $5.35M | Shares increased 6.80%; reported value increased 7.87%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 0.77% | 109,471 | $8.11M | Shares increased 52.22%; reported value increased 51.60%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 0.60% | 103,450 | $7.62M | Shares decreased 5.50%; reported value decreased 6.05%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 0.44% | 103,030 | $7.43M | Shares decreased 0.41%; reported value decreased 2.42%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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