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Disclosery

Sherwood Financial Partners, LLC: BND position timeline

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

Sherwood Financial Partners, LLC held 505,910 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 505,910 shares
    Change vs previous 13F +3,971 shares

    29.9% of the 13F portfolio, value $37,138,853.

    13F-HR 0002056427-26-000003 filed by Sherwood Financial Partners, 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 501,939 shares
    Change vs previous 13F +9,972 shares

    32.68% of the 13F portfolio, value $36,962,788.

    13F-HR 0002056427-26-000002 filed by Sherwood Financial Partners, 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 491,967 shares
    Change vs previous 13F +11,990 shares

    31.41% of the 13F portfolio, value $36,439,996.

    13F-HR 0002056427-26-000001 filed by Sherwood Financial Partners, 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 479,977 shares
    Change vs previous 13F +4,079 shares

    31.14% of the 13F portfolio, value $35,695,889.

    13F-HR 0002056427-25-000005 filed by Sherwood Financial Partners, 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 475,898 shares
    Change vs previous 13F +11,652 shares

    32.11% of the 13F portfolio, value $35,040,370.

    13F-HR 0002056427-25-000004 filed by Sherwood Financial Partners, 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 464,246 shares
    Change vs previous 13F +12,912 shares

    33.1% of the 13F portfolio, value $34,098,869.

    13F-HR 0002056427-25-000002 filed by Sherwood Financial Partners, 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 451,334 shares
    Change vs previous 13F not available

    32.21% of the 13F portfolio, value $32,455,428.

    13F-HR 0002056427-25-000001 filed by Sherwood Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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