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CBIZ Investment Advisory Services, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CBIZ Investment Advisory Services, LLC on BND, newest first. How the timeline and the estimate are built.

CBIZ Investment Advisory Services, LLC held 8,579,414 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 8,579,414 shares
    Change vs previous 13F 0 shares

    23.1% of the 13F portfolio, value $631,788,073.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, LLC
    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 8,579,414 shares
    Change vs previous 13F +572,921 shares

    23.1% of the 13F portfolio, value $631,788,073.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, LLC
    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 8,006,493 shares
    Change vs previous 13F +394,349 shares

    22.43% of the 13F portfolio, value $593,040,966.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, LLC
    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 7,612,144 shares
    Change vs previous 13F +626,871 shares

    22.17% of the 13F portfolio, value $566,115,179.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, LLC
    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 6,985,273 shares
    Change vs previous 13F +251,114 shares

    22.78% of the 13F portfolio, value $514,325,650.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, LLC
    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/A 6,734,159 shares
    Change vs previous 13F +464,639 shares

    24.22% of the 13F portfolio, value $494,623,962.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, LLC
    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 6,269,520 shares
    Change vs previous 13F +1,104,728 shares

    22.5% of the 13F portfolio, value $450,841,197.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, LLC
    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 5,164,792 shares
    Change vs previous 13F not available

    20.14% of the 13F portfolio, value $387,927,567.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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