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Disclosery

Abound Wealth Management: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on BND, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 18,406 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,406 shares
    Change vs previous 13F +369 shares

    0.27% of the 13F portfolio, value $1,351,163.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,037 shares
    Change vs previous 13F +1,793 shares

    0.3% of the 13F portfolio, value $1,328,259.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,244 shares
    Change vs previous 13F +2,626 shares

    0.28% of the 13F portfolio, value $1,203,186.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,618 shares
    Change vs previous 13F +6,547 shares

    0.25% of the 13F portfolio, value $1,012,785.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,071 shares
    Change vs previous 13F +470 shares

    0.15% of the 13F portfolio, value $520,606.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,601 shares
    Change vs previous 13F -228 shares

    0.16% of the 13F portfolio, value $484,810.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,829 shares
    Change vs previous 13F +173 shares

    0.16% of the 13F portfolio, value $491,038.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,656 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $499,915.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).