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Disclosery

Trajan Wealth LLC: BND position timeline

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

Trajan Wealth LLC held 1,662,225 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 1,662,225 shares
    Change vs previous 13F +105,738 shares

    4.61% of the 13F portfolio, value $122,023,954.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 1,556,487 shares
    Change vs previous 13F +134,025 shares

    4.63% of the 13F portfolio, value $114,619,677.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 1,422,462 shares
    Change vs previous 13F +215,982 shares

    4.39% of the 13F portfolio, value $105,361,732.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 1,206,480 shares
    Change vs previous 13F +256,206 shares

    3.87% of the 13F portfolio, value $89,725,909.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 950,274 shares
    Change vs previous 13F +148,932 shares

    3.42% of the 13F portfolio, value $69,968,707.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 801,342 shares
    Change vs previous 13F +162,872 shares

    3.21% of the 13F portfolio, value $58,858,563.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 638,470 shares
    Change vs previous 13F +125,423 shares

    2.54% of the 13F portfolio, value $45,912,401.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 513,047 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $38,534,942.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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