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Investment Advisory Group, LLC: BND position timeline

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

Investment Advisory Group, LLC held 34,104 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 34,104 shares
    Change vs previous 13F +799 shares

    0.54% of the 13F portfolio, value $2,503,604.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 33,305 shares
    Change vs previous 13F +2,022 shares

    0.62% of the 13F portfolio, value $2,452,609.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 31,283 shares
    Change vs previous 13F +1,306 shares

    0.6% of the 13F portfolio, value $2,317,161.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 29,977 shares
    Change vs previous 13F +1,290 shares

    0.61% of the 13F portfolio, value $2,229,419.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 28,687 shares
    Change vs previous 13F +3,157 shares

    0.64% of the 13F portfolio, value $2,112,253.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 25,530 shares
    Change vs previous 13F +660 shares

    0.63% of the 13F portfolio, value $1,875,208.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 24,870 shares
    Change vs previous 13F +6,373 shares

    0.6% of the 13F portfolio, value $1,788,430.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 18,497 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,389,325.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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