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Disclosery

MOTIVE WEALTH ADVISORS: BND position timeline

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

MOTIVE WEALTH ADVISORS held 72,136 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,136 shares
    Change vs previous 13F -392 shares

    2.18% of the 13F portfolio, value $5,295,504.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 72,528 shares
    Change vs previous 13F -14,087 shares

    2.51% of the 13F portfolio, value $5,340,962.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 86,615 shares
    Change vs previous 13F -929 shares

    2.73% of the 13F portfolio, value $6,415,573.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 87,544 shares
    Change vs previous 13F +3,904 shares

    2.81% of the 13F portfolio, value $6,510,647.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 83,640 shares
    Change vs previous 13F -11,445 shares

    2.8% of the 13F portfolio, value $6,158,413.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 95,085 shares
    Change vs previous 13F +6,845 shares

    3.74% of the 13F portfolio, value $6,983,993.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 88,240 shares
    Change vs previous 13F +2,313 shares

    3.41% of the 13F portfolio, value $6,345,338.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 85,927 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $6,191,040.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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