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Sterling Investment Advisors, Ltd.: JBND position timeline

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

Sterling Investment Advisors, Ltd. held 24,410 JBND shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,410 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,305,935.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 24,410 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,312,526.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 24,410 shares
    Change vs previous 13F +1,800 shares

    0.24% of the 13F portfolio, value $1,319,849.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 22,610 shares
    Change vs previous 13F +800 shares

    0.24% of the 13F portfolio, value $1,224,558.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 21,810 shares
    Change vs previous 13F +1,850 shares

    0.26% of the 13F portfolio, value $1,168,798.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 19,960 shares
    Change vs previous 13F +5,050 shares

    0.26% of the 13F portfolio, value $1,068,259.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 14,910 shares
    Change vs previous 13F +4,570 shares

    0.19% of the 13F portfolio, value $779,048.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 10,340 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $565,081.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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