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FIDELIS iM, LLC: BND position timeline

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

FIDELIS iM, LLC held 211,419 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,419 shares
    Change vs previous 13F +90,666 shares

    5.29% of the 13F portfolio, value $15,520,266.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, 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 120,753 shares
    Change vs previous 13F +17,422 shares

    3.37% of the 13F portfolio, value $8,892,277.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, 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 103,331 shares
    Change vs previous 13F -274,784 shares

    2.97% of the 13F portfolio, value $7,653,735.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, 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 378,115 shares
    Change vs previous 13F +231,319 shares

    20.05% of the 13F portfolio, value $32,310,000.

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, 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 146,796 shares
    Change vs previous 13F -10,046 shares

    4.81% of the 13F portfolio, value $10,808,623.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, 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 156,842 shares
    Change vs previous 13F -287,612 shares

    5.34% of the 13F portfolio, value $11,520,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, 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 444,454 shares
    Change vs previous 13F +3,512 shares

    15.69% of the 13F portfolio, value $31,960,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, 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 440,942 shares
    Change vs previous 13F not available

    15.02% of the 13F portfolio, value $33,119,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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