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Plum Street Advisors, LLC: BND position timeline

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

Plum Street Advisors, LLC held 27,268 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,268 shares
    Change vs previous 13F -1,745 shares

    0.64% of the 13F portfolio, value $2,001,744.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 29,013 shares
    Change vs previous 13F -2,147 shares

    0.74% of the 13F portfolio, value $2,136,517.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 31,160 shares
    Change vs previous 13F +6 shares

    0.82% of the 13F portfolio, value $2,308,021.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 31,154 shares
    Change vs previous 13F -16,166 shares

    0.89% of the 13F portfolio, value $2,316,923.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 47,320 shares
    Change vs previous 13F +22,085 shares

    1.54% of the 13F portfolio, value $3,484,172.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 25,235 shares
    Change vs previous 13F -2,956 shares

    0.89% of the 13F portfolio, value $1,853,511.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 28,191 shares
    Change vs previous 13F +1,078 shares

    1% of the 13F portfolio, value $2,027,215.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 27,113 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,036,457.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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