Summit Financial’s Transamerica Bond Active ETF TABD Stock Holding History

Summit Financial’s Portfolio TABD Stock Details TABD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Sell	63,505 -6,732	-10%	-$168K	0.02%	694
2026 Q1	$1.75M	Buy	+70,237	New	+$1.77M	0.02%	614

Other funds holding TABD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's TABD Position: Q2 2026 in Review

Summit Financial reduced its Transamerica Bond Active ETF (TABD) stake by 9.6% in Q2 2026, selling an estimated $168K and leaving 63,505 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #694.

Summit Financial first reported a position in TABD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.75M in Q1 2026. 7 funds tracked by Wall St. Rank hold TABD as of Q2 2026.

Summit Financial held 63,505 shares of Transamerica Bond Active ETF worth $1.59M as of Q2 2026.
Summit Financial sold 6,732 Transamerica Bond Active ETF shares in Q2 2026, an estimated $168K.
Transamerica Bond Active ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #694 holding.
Summit Financial first reported a position in Transamerica Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
Summit Financial's Transamerica Bond Active ETF position peaked at $1.75M in Q1 2026.
7 funds tracked by Wall St. Rank held Transamerica Bond Active ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.