Estate Planners Group’s Quadratic Deflation ETF BNDD Stock Holding History

Estate Planners Group’s Portfolio BNDD Stock Details BNDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24	Closed	-$2.32K	–	117
2025 Q4	$2.32K	Buy	+24	New	+$2.38K	﹤0.01%	399

Other funds holding BNDD

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFG

Capital Financial Group Greenwood Village, Colorado $191M AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BWAM

Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Solstein Capital Menlo Park, California $292M AUM 29.32% 1-Year Est. Return

Estate Planners Group's BNDD Position: Q1 2026 in Review

Estate Planners Group sold out of Quadratic Deflation ETF (BNDD) in Q1 2026, closing a stake of 24 shares — an estimated $2.32K sold.

Estate Planners Group first reported a position in BNDD in Q4 2025 and held it in 1 quarter. The position peaked at $2.32K in Q4 2025. 8 funds tracked by Wall St. Rank hold BNDD as of Q1 2026.

Estate Planners Group reported no remaining Quadratic Deflation ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 24 Quadratic Deflation ETF shares in Q1 2026, an estimated $2.32K.
Estate Planners Group first reported a position in Quadratic Deflation ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Quadratic Deflation ETF position peaked at $2.32K in Q4 2025.
8 funds tracked by Wall St. Rank held Quadratic Deflation ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.