Martel Wealth Advisors LLC: BND position timeline

Martel Wealth Advisors LLC held 0 BND shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,803 shares

   13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,803 shares

   Change vs previous 13F -3,924 shares

   0.04% of the 13F portfolio, value $206,419.

   13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 6,727 shares

   Change vs previous 13F -232,433 shares

   0.1% of the 13F portfolio, value $494,133.

   13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 239,160 shares

   Change vs previous 13F -1,059,179 shares

   3.36% of the 13F portfolio, value $17,198,029.

   13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,298,339 shares

   Change vs previous 13F not available

   19.69% of the 13F portfolio, value $96,271,857.

   13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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