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McGrath & Associates, Inc.: BND position timeline

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

McGrath & Associates, Inc. held 9,308 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,308 shares
    Change vs previous 13F -2,318 shares

    0.89% of the 13F portfolio, value $683,330.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, 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 11,626 shares
    Change vs previous 13F -12,677 shares

    1.26% of the 13F portfolio, value $856,135.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, 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 24,303 shares
    Change vs previous 13F -11,720 shares

    2.56% of the 13F portfolio, value $1,800,098.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, 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 36,023 shares
    Change vs previous 13F -22,854 shares

    3.98% of the 13F portfolio, value $2,679,005.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, 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 58,877 shares
    Change vs previous 13F -9,990 shares

    7.06% of the 13F portfolio, value $4,335,093.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, 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 68,867 shares
    Change vs previous 13F -26,841 shares

    9.23% of the 13F portfolio, value $5,058,314.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, 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 95,708 shares
    Change vs previous 13F not available

    13.89% of the 13F portfolio, value $6,882,383.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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