Curi RMB Capital’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
+3,610
New +$266K 0.01% 604
2020
Q1
Sell
-22,754
Closed -$1.91M 660
2019
Q4
$1.91M Buy
22,754
+5,760
+34% +$483K 0.05% 268
2019
Q3
$1.44M Buy
+16,994
New +$1.44M 0.04% 326
2018
Q2
Sell
-6,146
Closed -$491K 877
2018
Q1
$491K Buy
+6,146
New +$491K 0.01% 590
2017
Q1
Sell
-26,951
Closed -$2.18M 530
2016
Q4
$2.18M Buy
26,951
+23,371
+653% +$1.89M 0.12% 156
2016
Q3
$301K Buy
+3,580
New +$301K 0.02% 316