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Coastal Bridge Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Coastal Bridge Advisors’s Portfolio BNDI Stock Details BNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Sell
14,005
-452
-3% -$21.5K 0.05% 273
2025
Q4 		$688K Buy
14,457
+1,427
+11% +$68.2K 0.05% 263
2025
Q3 		$620K Buy
+13,030
New +$616K 0.05% 265

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coastal Bridge Advisors's BNDI Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 3.1% in Q1 2026, selling an estimated $21.5K and leaving 14,005 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #273.

Coastal Bridge Advisors first reported a position in BNDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $688K in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Coastal Bridge Advisors held 14,005 shares of NEOS Enhanced Income Aggregate Bond ETF worth $661K as of Q1 2026.
  • Coastal Bridge Advisors sold 452 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $21.5K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #273 holding.
  • Coastal Bridge Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $688K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.