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Series Portfolios Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Series Portfolios Tr (BNDS) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 32k 49.67
2025-09-30 $1.2M 24k 50.80
2025-06-30 $842k 17k 49.50
2025-03-31 $241k 4.9k 49.22