BND β€” VANGUARD BD INDEX FDS

Ownership history in FLOYD FINANCIAL GROUP LLC  Β·  4 quarters on record

AI Ownership Summary

FLOYD FINANCIAL GROUP LLC reported VANGUARD BD INDEX FDS (BND) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.77% in 2025 Q2. The latest visible filing shows BND at 2.53% 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 FLOYD FINANCIAL GROUP 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
2025 Q4

BND was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.77% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 FLOYD FINANCIAL GROUP LLC held BND β€” position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 50,053 +2,271 +4.8% 2.53% $3.7M 2026-02-14 (Est.) $74.40
2025 Q3 ADDED 47,782 +6,800 +16.6% 2.64% $3.6M 2025-10-29 $73.28
2025 Q2 REDUCED 40,982 -1,579 -3.7% 2.77% $3.0M 2025-07-15 $70.47
2024 Q4 INITIATED 42,561 β€” β€” 2.49% $3.0M 2025-01-14 $67.84

FAQ About FLOYD FINANCIAL GROUP 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 FLOYD FINANCIAL GROUP LLC reported owning BND?

FLOYD FINANCIAL GROUP LLC reported BND across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BND position in FLOYD FINANCIAL GROUP LLC's portfolio?

The largest reported portfolio weight for BND was 2.77% in 2025 Q2.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when FLOYD FINANCIAL GROUP LLC reported 50,053 shares, equal to 2.53% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BND ownership page compare?

The chart compares FLOYD FINANCIAL GROUP 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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