Ownership history in Bond & Devick Financial Network, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES TR (SUSL). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,493 | -584 | -3.9% | 0.49% | $1.8M | $120.96 |
| 2025 Q3 | ADDED | 15,077 | +1,848 | +14.0% | 0.53% | $1.8M | $116.40 |
| 2025 Q2 | ADDED | 13,229 | +679 | +5.4% | 0.48% | $1.4M | $107.47 |
| 2025 Q1 | ADDED | 12,550 | +2,822 | +29.0% | 0.44% | $1.2M | $94.79 |
| 2024 Q4 | UNCHANGED | 9,728 | — | 0% | 0.42% | $988K | $101.67 |
| 2024 Q3 | INITIATED | 9,728 | — | — | 0.42% | $988K | $99.86 |
As of 2025 Q4 — sorted by position size