Form D · Other Investment Fund

Short-Term Bond, LLC

Woburn, MA · CIK 0001790323

Offering snapshot reported Apr 29, 2026 · SEC filing

Reported sold
$9.9M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Sep 30, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12M$24.1MOct 8, 2019: $10,000,000.00Oct 8, 2019Oct 8, 2020: $10,000,000.00Oct 4, 2021: $10,000,000.00Apr 1, 2022: $10,383,910.00Apr 6, 2023: $24,095,248.00Apr 5, 2024: $10,682,300.00Jul 17, 2025: $11,255,700.00Apr 29, 2026: $9,904,002.00Apr 29, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$11,255,700 → $9,904,002

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 29, 2026Amendment$9,904,002-$1,351,698vs Jul 17, 20251SEC filing
Jul 17, 2025Amendment$11,255,700$871,790vs Apr 1, 20221SEC filing
Apr 5, 2024Amendment$10,682,300-$13,412,948vs Apr 6, 20231SEC filing
Apr 6, 2023Amendment$24,095,248$13,711,338vs Apr 1, 20222SEC filing
Apr 1, 2022Amendment$10,383,910$383,910vs Oct 4, 20211SEC filing
Oct 4, 2021Amendment$10,000,000$0vs Oct 8, 20201SEC filing
Oct 8, 2020Amendment$10,000,000$0vs Oct 8, 20191SEC filing
Oct 8, 2019Initial$10,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-350625

Source: Form D, filed Apr 29, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SHORT TERM BOND LLC

Investment adviser: BMO ASSET MANAGEMENT CORP.

Gross asset value
$10.4M
Beneficial owners
1
ADV minimum commitment
$5M

Reported in Form ADV on Nov 18, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP CHICAGO, Illinois, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG, LLP
PCAOB 185

Filing source

Form ADV 1578865 · Nov 18, 2021 · Schedule D 7.B.(1), fund 805-2423173274

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Steven J. Arquilla Director
Global Trust Company Director
Loop Capital Asset Management Tch, Llc Promoter
Taplin, Canida & Habacht Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Global Trust Company 12 Gill Street, Suite 2600
Woburn, MA, 01801