Jones Financial Companies
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Jones Financial Companies’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-130
Closed -$6.11K – 4240
2025
Q2 		$6.11K Buy
+130
New +$6.06K ﹤0.01% 3071

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jones Financial Companies's BNDI Position: Q3 2025 in Review

Jones Financial Companies sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q3 2025, closing a stake of 130 shares — an estimated $6.11K sold.

Jones Financial Companies first reported a position in BNDI in Q2 2025 and held it in 1 quarter. The position peaked at $6.11K in Q2 2025. 20 funds tracked by Wall St. Rank hold BNDI as of Q3 2025.

  • Jones Financial Companies reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 130 NEOS Enhanced Income Aggregate Bond ETF shares in Q3 2025, an estimated $6.11K.
  • Jones Financial Companies first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's NEOS Enhanced Income Aggregate Bond ETF position peaked at $6.11K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.