Creative Planning BND Holdings History

Number of Shares
108.56 Mil
Current Holdings Value*
$7.97 Bil
% of Portfolio
7.5%
Total Estimate Gain
$-452.62 Mil
% of Total Estimate Gain
-4.96%

Creative Planning's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Creative Planning held 108.56 Mil shares of Vanguard Total Bond Market ETF(BND), totaling $7.97 Bil. This investment constitutes 7.5% of their stock portfolio, and Creative Planning now holds 6.15% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2013Q4. And since then Creative Planning has made 29 purchases of BND, at an average price of $77.39, for a total of 117.88 Mil shares. In addition, there have been 14 sales at an average price of $78.29 for 9.32 Mil shares. Based on historical transaction data and BND's current price of $73.15, Creative Planning's estimated gain on his BND holdings is $-452.62 Mil, reflecting a -4.96% gain to date.

Creative Planning BND ($73.15) Holding Chart

Creative Planning BND ($73.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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