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Global Retirement Partners’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Global Retirement Partners’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 		$384K Buy
+8,157
New +$384K 0.01% 1169
2025
Q4 		$135K Buy
2,837
+1,167
+70% +$55.8K ﹤0.01% 1716
2025
Q3 		$79.5K Buy
1,670
+6
+0.4% +$284 ﹤0.01% 1626
2025
Q2 		$78.8K Buy
+1,664
New +$77.5K ﹤0.01% 1538
2024
Q4 		$65.6K Buy
1,406
+396
+39% +$18.8K ﹤0.01% 1484
2024
Q3 		$49.2K Buy
1,010
+173
+21% +$8.33K ﹤0.01% 1567
2024
Q2 		$39.3K Buy
837
+201
+32% +$9.41K ﹤0.01% 1665
2024
Q1 		$30.2K Buy
636
+596
+1,490% +$28.4K ﹤0.01% 1631
2023
Q4 		$1.94K Buy
+40
New +$1.86K ﹤0.01% 2692

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 $103B AUM 28.65% 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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Global Retirement Partners's BNDI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q2 2026: 8,157 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BNDI as recently as Q4 2025.

Global Retirement Partners first reported a position in BNDI in Q4 2023 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Global Retirement Partners held 8,157 shares of NEOS Enhanced Income Aggregate Bond ETF worth $384K as of Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • NEOS Enhanced Income Aggregate Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1169 holding.
  • Global Retirement Partners first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.