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MISSION WEALTH MANAGEMENT, LP: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on BND, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 99,776 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,776 shares
    Change vs previous 13F -876 shares

    0.09% of the 13F portfolio, value $7,324,560.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 100,652 shares
    Change vs previous 13F -4,012 shares

    0.16% of the 13F portfolio, value $7,412,034.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 104,664 shares
    Change vs previous 13F -100,718 shares

    0.16% of the 13F portfolio, value $7,752,498.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 205,382 shares
    Change vs previous 13F -42,679 shares

    0.31% of the 13F portfolio, value $15,274,253.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 248,061 shares
    Change vs previous 13F -178,628 shares

    0.4% of the 13F portfolio, value $18,264,720.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 426,689 shares
    Change vs previous 13F -2,653,269 shares

    0.79% of the 13F portfolio, value $31,340,301.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 3,079,958 shares
    Change vs previous 13F +338,188 shares

    5.27% of the 13F portfolio, value $221,479,751.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 2,741,770 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $205,934,363.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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