EFAV ISHARES TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  22 quarters on record

AI Ownership Summary

Bond & Devick Financial Network, Inc. reported ISHARES TR (EFAV) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2023 Q4. The latest visible filing shows EFAV at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFAV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bond & Devick Financial Network, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFAV was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bond & Devick Financial Network, Inc. held EFAV — position size vs. price
% of Fund (quarterly)    EFAV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,732 0% 0.07% $250K 2026-04-08 $93.71
2025 Q4 UNCHANGED 2,732 0% 0.07% $236K 2026-01-14 $87.63
2025 Q3 REDUCED 2,732 -646 -19.1% 0.07% $232K 2025-11-05 $83.41
2025 Q2 UNCHANGED 3,378 0% 0.09% $284K 2025-07-11 $82.12
2025 Q1 REDUCED 3,378 -844 -20.0% 0.10% $263K 2025-04-09 $73.51
2024 Q4 UNCHANGED 4,222 0% 0.14% $324K 2025-01-14 $67.73
2024 Q3 UNCHANGED 4,222 0% 0.14% $324K 2024-11-04 $70.99
2024 Q2 UNCHANGED 4,222 0% 0.16% $293K 2024-07-12 $68.74
2024 Q1 UNCHANGED 4,222 0% 0.16% $299K 2024-04-26 $65.09
2023 Q4 REDUCED 4,222 -1,164 -21.6% 0.17% $293K 2024-01-10 $65.32
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bond & Devick Financial Network, Inc. and EFAV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bond & Devick Financial Network, Inc. reported owning EFAV?

Bond & Devick Financial Network, Inc. reported EFAV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EFAV position in Bond & Devick Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for EFAV was 0.17% in 2023 Q4.

What is the latest reported EFAV position on this page?

The most recent filing on this page is 2026 Q1, when Bond & Devick Financial Network, Inc. reported 2,732 shares, equal to 0.07% of portfolio, with an estimated market value of $250K.

What does the chart on this EFAV ownership page compare?

The chart compares Bond & Devick Financial Network, Inc.'s quarterly EFAV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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