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CAPTRUST FINANCIAL ADVISORS: BND position timeline

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

CAPTRUST FINANCIAL ADVISORS held 406,571 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,571 shares
    Change vs previous 13F -27,234 shares

    0.05% of the 13F portfolio, value $29,846,354.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 433,805 shares
    Change vs previous 13F +56,089 shares

    0.06% of the 13F portfolio, value $31,945,366.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 377,716 shares
    Change vs previous 13F -31,927 shares

    0.05% of the 13F portfolio, value $27,977,391.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 409,643 shares
    Change vs previous 13F -3,582 shares

    0.06% of the 13F portfolio, value $30,465,166.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 413,225 shares
    Change vs previous 13F +3,080 shares

    0.07% of the 13F portfolio, value $30,425,728.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 410,145 shares
    Change vs previous 13F +1,246 shares

    0.08% of the 13F portfolio, value $30,125,148.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 408,899 shares
    Change vs previous 13F +147,222 shares

    0.08% of the 13F portfolio, value $29,403,914.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 261,677 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,654,579.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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