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 Q1	$1.75M	Buy	+70,237	New	+$1.77M	0.02%	614

Other funds holding TABD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Summit Financial's TABD Position: Q1 2026 in Review

Summit Financial opened a new position in Transamerica Bond Active ETF (TABD) in Q1 2026: 70,237 shares worth $1.75M. The stake represents 0.02% of the portfolio and ranks #614 among its holdings.

6 funds tracked by Wall St. Rank hold TABD as of Q1 2026.

Summit Financial held 70,237 shares of Transamerica Bond Active ETF worth $1.75M as of Q1 2026.
Transamerica Bond Active ETF was a new Summit Financial position in Q1 2026.
Transamerica Bond Active ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #614 holding.
6 funds tracked by Wall St. Rank held Transamerica Bond Active ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.