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Disclosery

McCarthy Asset Management, Inc.: BND position timeline

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

McCarthy Asset Management, Inc. held 146,097 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,097 shares
    Change vs previous 13F +430 shares

    5.08% of the 13F portfolio, value $10,724,986.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 145,667 shares
    Change vs previous 13F +1,127 shares

    5.63% of the 13F portfolio, value $10,789,565.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 144,540 shares
    Change vs previous 13F +2,260 shares

    6.9% of the 13F portfolio, value $10,749,452.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 142,280 shares
    Change vs previous 13F +35,334 shares

    7.12% of the 13F portfolio, value $10,476,053.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 106,946 shares
    Change vs previous 13F +1,268 shares

    5.69% of the 13F portfolio, value $7,855,206.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 105,678 shares
    Change vs previous 13F +94,650 shares

    5.36% of the 13F portfolio, value $7,599,287.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,028 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $828,339.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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