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Disclosery

CRUX WEALTH ADVISORS: SBND position timeline

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

CRUX WEALTH ADVISORS held 123,124 SBND shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,124 shares
    Change vs previous 13F +9,047 shares

    0.8% of the 13F portfolio, value $2,314,109.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH 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 114,077 shares
    Change vs previous 13F +8,327 shares

    0.82% of the 13F portfolio, value $2,142,945.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH 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 105,750 shares
    Change vs previous 13F +78,510 shares

    0.74% of the 13F portfolio, value $2,001,318.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH 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 27,240 shares
    Change vs previous 13F +1,369 shares

    0.2% of the 13F portfolio, value $516,872.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH 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 25,871 shares
    Change vs previous 13F +324 shares

    0.21% of the 13F portfolio, value $487,159.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH 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 25,547 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $474,924.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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