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TrueWealth Advisors, LLC: JBND position timeline

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

TrueWealth Advisors, LLC held 30,553 JBND 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 30,553 shares
    Change vs previous 13F +4,310 shares

    0.35% of the 13F portfolio, value $1,561,869.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,243 shares
    Change vs previous 13F +2,018 shares

    0.32% of the 13F portfolio, value $1,404,001.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 24,225 shares
    Change vs previous 13F +8,471 shares

    0.33% of the 13F portfolio, value $1,302,578.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 15,754 shares
    Change vs previous 13F +3,098 shares

    0.22% of the 13F portfolio, value $851,819.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 12,656 shares
    Change vs previous 13F +1,416 shares

    0.19% of the 13F portfolio, value $685,449.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 11,240 shares
    Change vs previous 13F +2,156 shares

    0.18% of the 13F portfolio, value $602,352.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 9,084 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $486,176.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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