Ownership history in Bond & Devick Financial Network, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in CAPITAL GRP FIXED INCM ETF T (CGMS). 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 | ADDED | 291,412 | +27,527 | +10.4% | 2.27% | $8.0M | $27.40 |
| 2025 Q3 | ADDED | 263,885 | +26,721 | +11.3% | 2.20% | $7.3M | $27.07 |
| 2025 Q2 | ADDED | 237,164 | +7,213 | +3.1% | 2.18% | $6.6M | $26.51 |
| 2025 Q1 | ADDED | 229,951 | +140,612 | +157.4% | 2.28% | $6.3M | $25.84 |
| 2024 Q4 | UNCHANGED | 89,339 | — | 0% | 1.06% | $2.5M | $25.48 |
| 2024 Q3 | ADDED | 89,339 | +79,279 | +788.1% | 1.06% | $2.5M | $25.59 |
| 2024 Q2 | ADDED | 10,060 | +88 | +0.9% | 0.15% | $271K | $24.39 |
| 2024 Q1 | ADDED | 9,972 | +2,123 | +27.0% | 0.15% | $270K | $24.15 |
| 2023 Q4 | INITIATED | 7,849 | — | — | 0.12% | $212K | — |
As of 2025 Q4 — sorted by position size