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Regent Peak Wealth Advisors’s Northern Trust Core Bond ETF BNDC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BNDC Stock Details BNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,640
Closed -$214K – 222
2026
Q1 		$214K Buy
+9,640
New +$216K 0.04% 191

Other funds holding BNDC

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Regent Peak Wealth Advisors's BNDC Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Northern Trust Core Bond ETF (BNDC) in Q2 2026, closing a stake of 9,640 shares — an estimated $214K sold.

Regent Peak Wealth Advisors first reported a position in BNDC in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 36 funds tracked by Wall St. Rank hold BNDC as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Northern Trust Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 9,640 Northern Trust Core Bond ETF shares in Q2 2026, an estimated $214K.
  • Regent Peak Wealth Advisors first reported a position in Northern Trust Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Northern Trust Core Bond ETF position peaked at $214K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Northern Trust Core Bond ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.