Partners in Financial Planning BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 2054264
As of 2026-06-30, Partners in Financial Planning reported 1.06M BND (shares), valued at $78.04M, or 11.83% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 1.58%; reported value increased 1.26%, and weight changed -0.95 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 | 11.83% | 1,063,064 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 12.78% | 1,046,572 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 12.34% | 984,315 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 12.41% | 965,626 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 12.22% | 900,028 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 12.77% | 865,458 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 12.52% | 853,864 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 12.09% | 798,122 | SEC filing ↗Filed Feb 26, 2025 |
| Q2 2024 | 11.40% | 728,220 | SEC filing ↗Filed Feb 26, 2025 |
| Q1 2024 | 10.92% | 675,775 | SEC filing ↗Filed Feb 26, 2025 |
| Q4 2023 | 11.37% | 658,445 | SEC filing ↗Filed Feb 26, 2025 |
| Q3 2023 | 11.28% | 628,032 | SEC filing ↗Filed Mar 4, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.28% | 628,032 | $43.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 4, 2025 |
| Q4 2023 | 11.37% | 658,445 | $48.43M | Shares increased 4.84%; reported value increased 10.51%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q1 2024 | 10.92% | 675,775 | $49.08M | Shares increased 2.63%; reported value increased 1.35%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q2 2024 | 11.40% | 728,220 | $52.47M | Shares increased 7.76%; reported value increased 6.90%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q3 2024 | 12.09% | 798,122 | $59.95M | Shares increased 9.60%; reported value increased 14.25%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q4 2024 | 12.52% | 853,864 | $61.40M | Shares increased 6.98%; reported value increased 2.43%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 12.77% | 865,458 | $63.57M | Shares increased 1.36%; reported value increased 3.53%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 12.22% | 900,028 | $66.27M | Shares increased 3.99%; reported value increased 4.25%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 12.41% | 965,626 | $71.81M | Shares increased 7.29%; reported value increased 8.37%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 12.34% | 984,315 | $72.91M | Shares increased 1.94%; reported value increased 1.52%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 12.78% | 1,046,572 | $77.07M | Shares increased 6.32%; reported value increased 5.71%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 11.83% | 1,063,064 | $78.04M | Shares increased 1.58%; reported value increased 1.26%, and weight changed -0.95 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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