ESGD — ISHARES TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES TR (ESGD). 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
9.16% (2025 Q3)
Avg. % of fund
5.88%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 340,419 +12,792 +3.9% 9.12% $32.4M $95.09
2025 Q3 ADDED 327,627 +23,035 +7.6% 9.16% $30.5M $91.25
2025 Q2 ADDED 304,592 +6,743 +2.3% 9.04% $27.2M $87.56
2025 Q1 ADDED 297,849 +125,236 +72.6% 8.82% $24.3M $78.70
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGD price (monthly, adj. close)

Other funds also holding ESGD

As of 2025 Q4 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 17.73% IMPACTfolio, LLC 3Y 15.95% Olde Wealth Management, LLC 3Y 11.98% LFA - Lugano Financial Advisors SA 3Y 7Y 11.27% High Note Wealth, LLC 3Y 5.89% Shira Ridge Wealth Management 3Y 5.22% Laurel Wealth Planning LLC 3Y 4.83% Windsor Capital Management, LLC 3Y 7Y 4.75% Balanced Rock Investment Advisors LLC 3.04% Ellevest, Inc. 3Y 7Y 2.72%
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