BNDC β€” FLEXSHARES TR

Ownership history in Mutual Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Mutual Advisors, LLC reported FLEXSHARES TR (BNDC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows BNDC at 0.04% 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.

What this BNDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mutual Advisors, LLC's position in FLEXSHARES 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
2025 Q4

BNDC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Mutual Advisors, LLC held BNDC β€” position size vs. price
% of Fund (quarterly)    BNDC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 77,165 -229 -0.3% 0.04% $1.7M 2026-02-14 (Est.) $22.52
2025 Q3 REDUCED 77,394 -111 -0.1% 0.04% $1.8M 2025-11-04 $22.17
2025 Q2 ADDED 77,505 +3,826 +5.2% 0.04% $1.7M 2025-07-28 $21.47
2025 Q1 ADDED 73,679 +15,841 +27.4% 0.05% $1.6M 2025-04-28 $21.32
2024 Q4 REDUCED 57,838 -8,573 -12.9% 0.04% $1.3M 2025-01-17 $20.70
2024 Q3 ADDED 66,411 +5,584 +9.2% 0.04% $1.5M 2024-10-25 $20.91
2024 Q2 ADDED 60,827 +29,490 +94.1% 0.04% $1.3M 2024-07-30 $20.76
2024 Q1 INITIATED 31,337 β€” β€” 0.02% $691K 2024-05-02 $20.01

FAQ About Mutual Advisors, LLC and BNDC

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

How long has Mutual Advisors, LLC reported owning BNDC?

Mutual Advisors, LLC reported BNDC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BNDC position in Mutual Advisors, LLC's portfolio?

The largest reported portfolio weight for BNDC was 0.05% in 2025 Q1.

What is the latest reported BNDC position on this page?

The most recent filing on this page is 2025 Q4, when Mutual Advisors, LLC reported 77,165 shares, equal to 0.04% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BNDC ownership page compare?

The chart compares Mutual Advisors, LLC's quarterly BNDC 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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