SilverOak Wealth Management LLC: FBND position timeline

SilverOak Wealth Management LLC held 217,999 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 217,999 shares

   Change vs previous 13F +46,836 shares

   1.28% of the 13F portfolio, value $9,916,771.

   13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 171,163 shares

   Change vs previous 13F +14,983 shares

   1.23% of the 13F portfolio, value $7,808,475.

   13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 156,180 shares

   Change vs previous 13F +6,658 shares

   1.13% of the 13F portfolio, value $7,190,522.

   13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 149,522 shares

   Change vs previous 13F +9,339 shares

   1.17% of the 13F portfolio, value $6,913,917.

   13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
   Filed 2025-10-24 (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).

5. period ended2025-06-30

   13F 140,183 shares

   Change vs previous 13F +8,215 shares

   1.2% of the 13F portfolio, value $6,413,380.

   13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
   Filed 2025-07-29 (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).

6. period ended2025-03-31

   13F 131,968 shares

   Change vs previous 13F +39,945 shares

   1.3% of the 13F portfolio, value $6,024,350.

   13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 92,023 shares

   Change vs previous 13F +23,664 shares

   0.89% of the 13F portfolio, value $4,129,060.

   13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
   Filed 2025-01-31 (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).

8. period ended2024-09-30

   13F 68,359 shares

   Change vs previous 13F not available

   0.72% of the 13F portfolio, value $3,195,105.

   13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
   Filed 2024-11-01 (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).