Skip to content
Disclosery

Trellis Wealth Advisors LLC: BND position timeline

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

Trellis Wealth Advisors LLC held 202,849 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,849 shares
    Change vs previous 13F +6,979 shares

    5.11% of the 13F portfolio, value $14,891,174.

    13F-HR 0001172661-26-002620 filed by Trellis Wealth 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 195,870 shares
    Change vs previous 13F +16,982 shares

    5.49% of the 13F portfolio, value $14,423,846.

    13F-HR 0001172661-26-001493 filed by Trellis Wealth 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 178,888 shares
    Change vs previous 13F +31,476 shares

    5.18% of the 13F portfolio, value $13,250,253.

    13F-HR 0001172661-26-000309 filed by Trellis Wealth 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 147,412 shares
    Change vs previous 13F +6,015 shares

    4.46% of the 13F portfolio, value $10,963,029.

    13F-HR 0001172661-25-004519 filed by Trellis Wealth 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 141,397 shares
    Change vs previous 13F +10,460 shares

    4.53% of the 13F portfolio, value $10,411,062.

    13F-HR 0001172661-25-002659 filed by Trellis Wealth 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 130,937 shares
    Change vs previous 13F +4,581 shares

    4.67% of the 13F portfolio, value $9,617,351.

    13F-HR 0001172661-25-001541 filed by Trellis Wealth 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 126,356 shares
    Change vs previous 13F +10,349 shares

    4.57% of the 13F portfolio, value $9,086,248.

    13F-HR 0001172661-25-000476 filed by Trellis Wealth 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 116,007 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $8,713,281.

    13F-HR 0001172661-24-004322 filed by Trellis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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