EAOR — ISHARES TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES TR (EAOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.14%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,369 +4,984 +43.8% 0.16% $578K $35.34
2025 Q3 INITIATED 11,385 — — 0.12% $399K $34.55
% of Fund (quarterly)    EAOR price (monthly, adj. close)

Other funds also holding EAOR

As of 2025 Q4 — sorted by position size

Cardinal Point Capital Management ULC 0.14% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 0.02% AdvisorNet Financial, Inc 3Y 7Y 0.01% IMA Advisory Services, Inc. 3Y 7Y 0.01% Richard Bernstein Advisors LLC 3Y 7Y 0.0% Mascoma Wealth Management LLC 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0%
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