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Moloney Securities Asset Management’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Moloney Securities Asset Management’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
2024
Q4 		– Sell
-6,175
Closed -$301K – 473
2024
Q3 		$301K Hold
6,175
– – 0.04% 357
2024
Q2 		$290K Buy
6,175
+1,060
+21% +$49.6K 0.04% 354
2024
Q1 		$243K Hold
5,115
– – 0.04% 382
2023
Q4 		$248K Buy
+5,115
New +$238K 0.04% 365

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Moloney Securities Asset Management's BNDI Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of NEOS Enhanced Income Aggregate Bond ETF (BNDI) in Q4 2024, closing a stake of 6,175 shares — an estimated $301K sold.

Moloney Securities Asset Management first reported a position in BNDI in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q3 2024. 12 funds tracked by Wall St. Rank hold BNDI as of Q4 2024.

  • Moloney Securities Asset Management reported no remaining NEOS Enhanced Income Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 6,175 NEOS Enhanced Income Aggregate Bond ETF shares in Q4 2024, an estimated $301K.
  • Moloney Securities Asset Management first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Moloney Securities Asset Management's NEOS Enhanced Income Aggregate Bond ETF position peaked at $301K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.