BND β€” VANGUARD BD INDEX FDS

Ownership history in Sightline Wealth Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

Sightline Wealth Advisors, LLC reported VANGUARD BD INDEX FDS (BND) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.52% in 2025 Q1. The latest visible filing shows BND at 11.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sightline Wealth Advisors, 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 11.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.52% in 2025 Q1

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

Time in book
Holding Window
2023 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 Sightline Wealth Advisors, LLC held BND β€” position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 358,522 +33,810 +10.4% 11.32% $26.6M 2026-02-14 (Est.) $74.40
2025 Q3 REDUCED 324,712 -3,351 -1.0% 10.90% $24.1M 2025-11-03 $73.05
2025 Q2 ADDED 328,063 +4,700 +1.5% 11.66% $24.2M 2025-07-15 $70.47
2025 Q1 ADDED 323,363 +20,282 +6.7% 12.52% $23.8M 2025-04-29 $70.73
2024 Q4 ADDED 303,081 +31,893 +11.8% 11.76% $21.8M 2025-01-13 $67.80
2024 Q3 ADDED 271,188 +81,499 +43.0% 11.22% $20.4M 2024-10-21 $69.21
2024 Q2 ADDED 189,689 +35,748 +23.2% 8.51% $13.7M 2024-08-02 $69.80
2024 Q1 ADDED 153,941 +48,271 +45.7% 7.36% $11.2M 2024-04-24 $65.58
2023 Q4 ADDED 105,670 +64,358 +155.8% 5.91% $7.8M 2024-01-23 $66.71
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sightline Wealth Advisors, 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 Sightline Wealth Advisors, LLC reported owning BND?

Sightline Wealth Advisors, LLC reported BND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BND position in Sightline Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BND was 12.52% in 2025 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when Sightline Wealth Advisors, LLC reported 358,522 shares, equal to 11.32% of portfolio, with an estimated market value of $26.6M.

What does the chart on this BND ownership page compare?

The chart compares Sightline Wealth Advisors, 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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