Ownership history in Wealth Group Ltd · 1 quarter on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Ishares (BDMIX). 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 Q3 | INITIATED | 71,846 | — | — | 0.25% | $1.1M | $13.93 |