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Disclosery

ASSETMARK, INC: BND position timeline

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

ASSETMARK, INC held 7,251,116 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,251,116 shares
    Change vs previous 13F +2,299,518 shares

    0.92% of the 13F portfolio, value $532,304,438.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    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 4,951,598 shares
    Change vs previous 13F +314,725 shares

    0.74% of the 13F portfolio, value $364,635,673.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    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 4,636,873 shares
    Change vs previous 13F +114,204 shares

    0.7% of the 13F portfolio, value $343,453,177.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    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 4,522,669 shares
    Change vs previous 13F +362,268 shares

    0.72% of the 13F portfolio, value $336,350,901.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    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 4,160,401 shares
    Change vs previous 13F +2,060,045 shares

    0.72% of the 13F portfolio, value $306,330,336.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    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 2,100,356 shares
    Change vs previous 13F -209,485 shares

    0.42% of the 13F portfolio, value $154,271,171.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    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 2,309,841 shares
    Change vs previous 13F +871,213 shares

    0.45% of the 13F portfolio, value $166,100,693.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    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 1,438,628 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $108,055,335.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

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