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Rockbridge Investment Management, LCC: BND position timeline

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

Rockbridge Investment Management, LCC held 887,365 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 887,365 shares
    Change vs previous 13F +59,251 shares

    5.29% of the 13F portfolio, value $65,141,445.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 828,114 shares
    Change vs previous 13F +8,391 shares

    5.48% of the 13F portfolio, value $60,982,319.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 819,723 shares
    Change vs previous 13F +1,523 shares

    5.65% of the 13F portfolio, value $60,716,882.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 818,200 shares
    Change vs previous 13F +26,520 shares

    6.01% of the 13F portfolio, value $60,849,523.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 791,680 shares
    Change vs previous 13F +3,800 shares

    6.25% of the 13F portfolio, value $58,291,392.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 787,880 shares
    Change vs previous 13F +20,619 shares

    6.85% of the 13F portfolio, value $57,869,810.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 767,261 shares
    Change vs previous 13F -6,351 shares

    7.07% of the 13F portfolio, value $55,173,763.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    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 773,612 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $58,106,029.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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