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Disclosery

Goodwin Investment Advisory: FBND position timeline

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

Goodwin Investment Advisory held 315,244 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,244 shares
    Change vs previous 13F +30,467 shares

    28.85% of the 13F portfolio, value $14,328,148.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 284,777 shares
    Change vs previous 13F +3,010 shares

    15.47% of the 13F portfolio, value $12,991,543.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 281,767 shares
    Change vs previous 13F +34,101 shares

    14.24% of the 13F portfolio, value $12,972,564.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 247,666 shares
    Change vs previous 13F +8,162 shares

    12.28% of the 13F portfolio, value $11,452,096.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 239,504 shares
    Change vs previous 13F -31,475 shares

    12.65% of the 13F portfolio, value $10,957,333.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 270,979 shares
    Change vs previous 13F -440,360 shares

    19.21% of the 13F portfolio, value $12,370,212.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 711,339 shares
    Change vs previous 13F +70,980 shares

    16.72% of the 13F portfolio, value $31,938,915.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 640,359 shares
    Change vs previous 13F not available

    12.96% of the 13F portfolio, value $29,949,868.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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