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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
Q2 		$673K Buy
14,305
+300
+2% +$14.1K 0.04% 277
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 $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Coastal Bridge Advisors's BNDI Position: Q2 2026 in Review

Coastal Bridge Advisors increased its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 2.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 14,305 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #277.

Coastal Bridge Advisors first reported a position in BNDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $688K in Q4 2025. 31 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Coastal Bridge Advisors held 14,305 shares of NEOS Enhanced Income Aggregate Bond ETF worth $673K as of Q2 2026.
  • Coastal Bridge Advisors bought 300 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $14.1K.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #277 holding.
  • Coastal Bridge Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Coastal Bridge Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $688K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.