Clarity Retirement & Wealth, LLC BND — VANGUARD BD INDEX FDS

Ownership history in Clarity Retirement & Wealth, LLC  ·  1 quarter on record

AI Ownership Summary

Clarity Retirement & Wealth, LLC reported VANGUARD BD INDEX FDS (BND) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.16% in 2026 Q3. The latest visible filing shows BND at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarity Retirement & Wealth, LLC's position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BND was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clarity Retirement & Wealth, LLC held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 3,281 — — 0.16% $230K 2026-11-04 $71.50

FAQ About Clarity Retirement & Wealth, LLC and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clarity Retirement & Wealth, LLC reported owning BND?

Clarity Retirement & Wealth, LLC reported BND across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported BND position in Clarity Retirement & Wealth, LLC's portfolio?

The largest reported portfolio weight for BND was 0.16% in 2026 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q3, when Clarity Retirement & Wealth, LLC reported 3,281 shares, equal to 0.16% of portfolio, with an estimated market value of $230K.

What does the chart on this BND ownership page compare?

The chart compares Clarity Retirement & Wealth, LLC's quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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