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Carr Financial Group’s Bond Strategy

28 October 2025
in Business
Carr Financial Group’s Bond Strategy
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Carr Financial Group Corp disclosed in its Q3 2025 SEC Form 13F filing that it purchased 78,520 shares of Vanguard Total Bond Market ETF (NASDAQ:BND) for approximately $6.09 million, increasing its total holdings to 416,423 shares valued at $30.97 million. This acquisition raised BND to 8.5% of the firm’s reportable assets under management, maintaining it as the top holding in the fund.

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