Taylor & Morgan Wealth Management, LLC: BND position timeline

Taylor & Morgan Wealth Management, LLC held 5,907 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 5,907 shares

   Change vs previous 13F +48 shares

   0.2% of the 13F portfolio, value $414,382.

   13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
   Accepted 2026-10-09 12:45:40 UTC, ingested 2026-10-09 12:46:55 UTC

2. period ended2026-06-30

   13F 5,859 shares

   Change vs previous 13F -3,388 shares

   0.21% of the 13F portfolio, value $430,110.

   13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-07-10 (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).

3. period ended2026-03-31

   13F 9,247 shares

   Change vs previous 13F +50 shares

   0.39% of the 13F portfolio, value $680,983.

   13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-04-09 (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).

4. period ended2025-12-31

   13F 9,197 shares

   Change vs previous 13F +41 shares

   0.38% of the 13F portfolio, value $681,186.

   13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-01-16 (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).

5. period ended2025-09-30

   13F 9,156 shares

   Change vs previous 13F +11 shares

   0.42% of the 13F portfolio, value $680,927.

   13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-10-15 (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).

6. period ended2025-06-30

   13F 9,145 shares

   Change vs previous 13F -273 shares

   0.45% of the 13F portfolio, value $673,325.

   13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-07-07 (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).

7. period ended2025-03-31

   13F 9,418 shares

   Change vs previous 13F -354 shares

   0.52% of the 13F portfolio, value $691,759.

   13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-04-08 (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).

8. period ended2024-12-31

   13F 9,772 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $702,704.

   13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-01-15 (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).