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Disclosery

MA Private Wealth: BND position timeline

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

MA Private Wealth held 538,277 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 538,277 shares
    Change vs previous 13F +44,501 shares

    5.89% of the 13F portfolio, value $39,514,944.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 493,776 shares
    Change vs previous 13F +110,434 shares

    6.15% of the 13F portfolio, value $36,361,694.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 383,342 shares
    Change vs previous 13F -66,312 shares

    4.74% of the 13F portfolio, value $28,394,172.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 449,654 shares
    Change vs previous 13F -11,500 shares

    5.62% of the 13F portfolio, value $33,440,798.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 461,154 shares
    Change vs previous 13F -460,432 shares

    6.07% of the 13F portfolio, value $33,954,799.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 921,586 shares
    Change vs previous 13F -8,863 shares

    12.73% of the 13F portfolio, value $67,690,476.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 930,449 shares
    Change vs previous 13F +22,392 shares

    12.51% of the 13F portfolio, value $66,908,562.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 908,057 shares
    Change vs previous 13F not available

    12.75% of the 13F portfolio, value $68,204,150.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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