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Disclosery

Cerity Partners LLC: IBND position timeline

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

Cerity Partners LLC held 91,076 IBND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,076 shares
    Change vs previous 13F +3,459 shares

    <0.01% of the 13F portfolio, value $2,839,746.

    13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 51,839 shares
    • Cerity Partners LLC: 39,237 shares

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

  2. period ended2026-03-31
    13F 87,617 shares
    Change vs previous 13F +29,501 shares

    <0.01% of the 13F portfolio, value $2,723,157.

    13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 62,575 shares
    • Cerity Partners LLC: 25,042 shares

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

  3. period ended2025-12-31
    13F 58,116 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,866,090.

    13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

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