Sightline Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.3M	Buy	371,207 +12,685	+4%	+$941K	11.57%	1
2025 Q4	$26.6M	Buy	358,522 +33,810	+10%	+$2.52M	11.32%	1
2025 Q3	$24.1M	Sell	324,712 -3,351	-1%	-$247K	10.9%	2
2025 Q2	$24.2M	Buy	328,063 +4,700	+1%	+$342K	11.66%	2
2025 Q1	$23.8M	Buy	323,363 +20,282	+7%	+$1.47M	12.52%	2
2024 Q4	$21.8M	Buy	303,081 +31,893	+12%	+$2.33M	11.76%	2
2024 Q3	$20.4M	Buy	271,188 +81,499	+43%	+$6.03M	11.22%	2
2024 Q2	$13.7M	Buy	189,689 +35,748	+23%	+$2.56M	8.51%	2
2024 Q1	$11.2M	Buy	153,941 +48,271	+46%	+$3.5M	7.36%	3
2023 Q4	$7.77M	Buy	105,670 +64,358	+156%	+$4.54M	5.91%	5
2023 Q3	$2.88M	Buy	+41,312	New	+$2.95M	2.69%	9