Schwallier Wealth Management LLC: BND position timeline

Schwallier Wealth Management LLC held 0 BND shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -6,778 shares

   13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 6,778 shares

   Change vs previous 13F -1,124 shares

   0.3% of the 13F portfolio, value $499,071.

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 7,902 shares

   Change vs previous 13F -92,086 shares

   0.43% of the 13F portfolio, value $580,370.

   13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2024-12-31

   13F 99,988 shares

   Change vs previous 13F -19,342 shares

   5.47% of the 13F portfolio, value $7,190,106.

   13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 119,330 shares

   Change vs previous 13F not available

   6.41% of the 13F portfolio, value $8,962,849.

   13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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