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WealthPlan Investment Management’s Northern Trust Core Bond ETF BNDC Stock Holding History

WealthPlan Investment Management’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
-15,126
Closed -$336K – 481
2026
Q1 		$336K Buy
15,126
+2,706
+22% +$60.6K 0.02% 368
2025
Q4 		$278K Buy
+12,420
New +$280K 0.02% 319

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

WealthPlan Investment Management's BNDC Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Northern Trust Core Bond ETF (BNDC) in Q2 2026, closing a stake of 15,126 shares — an estimated $336K sold.

WealthPlan Investment Management first reported a position in BNDC in Q4 2025 and held it in 2 quarters. The position peaked at $336K in Q1 2026. 35 funds tracked by Wall St. Rank hold BNDC as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Northern Trust Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 15,126 Northern Trust Core Bond ETF shares in Q2 2026, an estimated $336K.
  • WealthPlan Investment Management first reported a position in Northern Trust Core Bond ETF in Q4 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's Northern Trust Core Bond ETF position peaked at $336K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Northern Trust Core Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.