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Disclosery

HB Wealth Management, LLC: BND position timeline

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

HB Wealth Management, LLC held 144,025 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,025 shares
    Change vs previous 13F +98,846 shares

    0.06% of the 13F portfolio, value $10,572,893.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 45,179 shares
    Change vs previous 13F +4,093 shares

    0.02% of the 13F portfolio, value $3,326,993.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 41,086 shares
    Change vs previous 13F +1,501 shares

    0.02% of the 13F portfolio, value $3,043,275.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 39,585 shares
    Change vs previous 13F +6,855 shares

    0.02% of the 13F portfolio, value $2,944,003.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 32,730 shares
    Change vs previous 13F -4,186 shares

    0.02% of the 13F portfolio, value $2,409,980.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 36,916 shares
    Change vs previous 13F +31,231 shares

    0.02% of the 13F portfolio, value $2,711,498.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 5,685 shares
    Change vs previous 13F -999 shares

    <0.01% of the 13F portfolio, value $408,847.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 6,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $502,073.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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