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Independent Financial Group’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Independent Financial Group’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 		– Sell
-4,677
Closed -$222K – 1457
2025
Q4 		$222K Buy
+4,677
New +$224K 0.01% 1293

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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Independent Financial Group's BNDI Position: Q1 2026 in Review

Independent Financial Group sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q1 2026, closing a stake of 4,677 shares — an estimated $222K sold.

Independent Financial Group first reported a position in BNDI in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 30 funds tracked by Wall St. Rank hold BNDI as of Q1 2026.

  • Independent Financial Group reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,677 NEOS Enhanced Income Aggregate Bond ETF shares in Q1 2026, an estimated $222K.
  • Independent Financial Group first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's NEOS Enhanced Income Aggregate Bond ETF position peaked at $222K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.