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HTG Investment Advisors, Inc.: BND position timeline

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

HTG Investment Advisors, Inc. held 31,103 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,103 shares
    Change vs previous 13F -11,389 shares

    0.59% of the 13F portfolio, value $2,283,271.

    13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, Inc.
    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 42,492 shares
    Change vs previous 13F -10,840 shares

    0.89% of the 13F portfolio, value $3,129,091.

    13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, Inc.
    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 53,332 shares
    Change vs previous 13F +6,083 shares

    1.21% of the 13F portfolio, value $3,950,301.

    13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, Inc.
    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 47,249 shares
    Change vs previous 13F -3,205 shares

    1.18% of the 13F portfolio, value $3,513,908.

    13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, Inc.
    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 50,454 shares
    Change vs previous 13F +14,723 shares

    1.38% of the 13F portfolio, value $3,714,928.

    13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, Inc.
    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 35,731 shares
    Change vs previous 13F -3,603 shares

    1.09% of the 13F portfolio, value $2,624,442.

    13F-HR 0001951757-25-000499 filed by HTG Investment Advisors, Inc.
    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 39,334 shares
    Change vs previous 13F +7,572 shares

    1.29% of the 13F portfolio, value $2,828,508.

    13F-HR 0001951757-25-000135 filed by HTG Investment Advisors, Inc.
    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 31,762 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,385,644.

    13F-HR 0001951757-24-001156 filed by HTG Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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