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Disclosery

Shakespeare Wealth Management, LLC: BND position timeline

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

Shakespeare Wealth Management, LLC held 17,669 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,669 shares
    Change vs previous 13F +1,658 shares

    0.34% of the 13F portfolio, value $1,297,081.

    13F-HR 0001104659-26-084986 filed by Shakespeare 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 16,011 shares
    Change vs previous 13F +18 shares

    0.28% of the 13F portfolio, value $1,179,050.

    13F-HR 0001104659-26-052530 filed by Shakespeare 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 15,993 shares
    Change vs previous 13F +369 shares

    0.26% of the 13F portfolio, value $1,184,602.

    13F-HR 0001104659-26-011375 filed by Shakespeare 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 15,624 shares
    Change vs previous 13F -5,726 shares

    0.26% of the 13F portfolio, value $1,161,957.

    13F-HR 0001104659-25-106233 filed by Shakespeare 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 21,350 shares
    Change vs previous 13F -1,528 shares

    0.42% of the 13F portfolio, value $1,572,001.

    13F-HR 0001104659-25-076737 filed by Shakespeare 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 22,878 shares
    Change vs previous 13F -3,015 shares

    0.45% of the 13F portfolio, value $1,680,389.

    13F-HR 0001104659-25-049163 filed by Shakespeare 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 25,893 shares
    Change vs previous 13F +3,214 shares

    0.5% of the 13F portfolio, value $1,861,966.

    13F-HR 0001104659-25-012625 filed by Shakespeare 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 22,679 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,703,420.

    13F-HR 0001104659-24-118700 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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