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Modera Wealth Management, LLC: BND position timeline

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

Modera Wealth Management, LLC held 265,543 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,543 shares
    Change vs previous 13F +18,561 shares

    0.21% of the 13F portfolio, value $19,493,528.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    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 246,982 shares
    Change vs previous 13F +9,436 shares

    0.22% of the 13F portfolio, value $18,187,773.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    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 237,546 shares
    Change vs previous 13F +25,912 shares

    0.2% of the 13F portfolio, value $17,595,025.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    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 211,634 shares
    Change vs previous 13F +5,638 shares

    0.18% of the 13F portfolio, value $15,739,191.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    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 205,996 shares
    Change vs previous 13F +5,147 shares

    0.19% of the 13F portfolio, value $15,167,508.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    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 200,849 shares
    Change vs previous 13F +1,832 shares

    0.2% of the 13F portfolio, value $14,752,364.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    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 199,017 shares
    Change vs previous 13F +25,050 shares

    0.17% of the 13F portfolio, value $14,311,282.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    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 173,967 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,066,666.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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