Skip to content
Disclosery

TrueWealth Financial Partners: BND position timeline

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

TrueWealth Financial Partners held 201,124 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 201,124 shares
    Change vs previous 13F +9,843 shares

    6.1% of the 13F portfolio, value $14,764,478.

    13F-HR 0001908108-26-000003 filed by TrueWealth Financial Partners
    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 191,281 shares
    Change vs previous 13F +191,281 shares

    5.61% of the 13F portfolio, value $14,085,899.

    13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
    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 0 shares
    Change vs previous 13F -163,714 shares

    13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 163,714 shares
    Change vs previous 13F +74,157 shares

    6.21% of the 13F portfolio, value $12,175,372.

    13F-HR 0001908108-25-000002 filed by TrueWealth Financial Partners
    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 89,557 shares
    Change vs previous 13F +50,843 shares

    3.64% of the 13F portfolio, value $6,594,046.

    13F-HR 0001085146-25-005043 filed by TrueWealth Financial Partners
    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 38,714 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,843,508.

    13F-HR 0001085146-25-003171 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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