CIA
Concurrent Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
124,802
+63,133
| +102% | +$4.65M | 0.18% | 124 |
|
|
2025
Q1 | $4.53M | Buy |
61,669
+23,356
| +61% | +$1.72M | 0.11% | 204 |
|
|
2024
Q4 | $2.76M | Sell |
38,313
-658
| -2% | -$47.3K | 0.07% | 256 |
|
|
2024
Q3 | $2.93M | Buy |
38,971
+14,653
| +60% | +$1.1M | 0.09% | 229 |
|
|
2024
Q2 | $1.75M | Sell |
24,318
-2,092
| -8% | -$151K | 0.06% | 304 |
|
|
2024
Q1 | $1.92M | Buy |
26,410
+11,914
| +82% | +$865K | 0.08% | 250 |
|
|
2023
Q4 | $1.07M | Buy |
+14,496
| New | +$1.07M | 0.05% | 327 |
|