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

Curi RMB Capital’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	4,359 -5,814	-57%	-$427K	﹤0.01%	738
2026 Q1	$749K	Buy	10,173 +4,986	+96%	+$370K	0.01%	505
2025 Q4	$384K	Buy	5,187 +1,684	+48%	+$125K	0.01%	692
2025 Q3	$261K	Sell	3,503 -107	-3%	-$7.88K	﹤0.01%	629
2025 Q2	$266K	Buy	+3,610	New	+$263K	0.01%	605
2020 Q1	–	Sell	-22,754	Closed	-$1.91M	–	667
2019 Q4	$1.91M	Buy	22,754 +5,760	+34%	+$484K	0.05%	282
2019 Q3	$1.44M	Buy	+16,994	New	+$1.42M	0.04%	348
2018 Q2	–	Sell	-6,146	Closed	-$491K	–	905
2018 Q1	$491K	Buy	+6,146	New	+$492K	0.01%	622
2017 Q1	–	Sell	-26,951	Closed	-$2.18M	–	560
2016 Q4	$2.18M	Buy	26,951 +23,371	+653%	+$1.91M	0.12%	179
2016 Q3	$301K	Buy	+3,580	New	+$301K	0.02%	345

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Curi RMB Capital's BND Position: Q2 2026 in Review

Curi RMB Capital reduced its Vanguard Total Bond Market (BND) stake by 57% in Q2 2026, selling an estimated $427K and leaving 4,359 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Curi RMB Capital first reported a position in BND in Q3 2016 and has held it in 10 quarters since. The position peaked at $2.18M in Q4 2016. 1,816 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Curi RMB Capital held 4,359 shares of Vanguard Total Bond Market worth $320K as of Q2 2026.
Curi RMB Capital sold 5,814 Vanguard Total Bond Market shares in Q2 2026, an estimated $427K.
Vanguard Total Bond Market made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #738 holding.
Curi RMB Capital first reported a position in Vanguard Total Bond Market in Q3 2016 and has held it in 10 quarters since.
Curi RMB Capital's Vanguard Total Bond Market position peaked at $2.18M in Q4 2016.
1,816 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.