SEC 13F Intelligence

Fortis Advisors, LLC / BND

Fortis Advisors, LLC’s Vanguard Bd Index Fds Position

Does Fortis Advisors, LLC own Vanguard Bd Index Fds (BND)? Not currently — the last reported position was 64.1K shares worth $5M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q2 2024
Shares
64.1K
% of Portfolio
+3.07%
Quarters Held
17
position exited

Position History BND

Reported value by quarter
Q3 ’19: $302,000Q3 ’19Q4 ’19: $199,000Q1 ’20: $41,000Q2 ’20: $42,000Q2 ’20Q2 ’21: $67,000Q3 ’21: $67,000Q4 ’21: $11,000Q4 ’21Q1 ’22: $10,000Q2 ’22: $10,000Q3 ’22: $9,000Q3 ’22Q4 ’22: $63,416Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202464.1K$5M+3.07%
Q1 202471.6K$5M+3.29%
Q4 202371.7K$5M+3.58%
Q3 202372.2K$5M+3.57%
Q2 202369.3K$5M+3.39%
Q1 202368.4K$5M+3.30%
Q4 2022883$63,416+0.05%
Q3 2022128$9,000+0.01%
Q2 2022127$10,000+0.01%
Q1 2022126$10,000+0.01%
Q4 2021126$11,000+0.01%
Q3 2021788$67,000+0.04%
Q2 2021785$67,000+0.04%
Q2 2020480$42,000+0.04%
Q1 2020477$41,000+0.03%
Q4 20192.4K$199,000+0.12%
Q3 20192.4K$302,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Advisors, LLC’s full portfolio or all institutional holders of BND.