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Soltis Investment Advisors LLC: BND position timeline

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

Soltis Investment Advisors LLC held 870,986 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 870,986 shares
    Change vs previous 13F +53,171 shares

    3.69% of the 13F portfolio, value $63,939,095.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 817,815 shares
    Change vs previous 13F -86,301 shares

    3.92% of the 13F portfolio, value $60,223,878.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 904,116 shares
    Change vs previous 13F +142,338 shares

    4.41% of the 13F portfolio, value $66,967,862.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 761,778 shares
    Change vs previous 13F +68,220 shares

    3.92% of the 13F portfolio, value $56,653,400.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 693,558 shares
    Change vs previous 13F +92,437 shares

    4.01% of the 13F portfolio, value $51,066,674.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 601,121 shares
    Change vs previous 13F +338,544 shares

    3.95% of the 13F portfolio, value $44,152,366.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 262,577 shares
    Change vs previous 13F +86,678 shares

    1.75% of the 13F portfolio, value $18,881,893.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 175,899 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $13,211,749.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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