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49 Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

49 Wealth Management’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-38,610
Closed -$2.63M – 162
2024
Q1 		$2.63M Buy
38,610
+3,487
+10% +$238K 0.56% 26
2023
Q4 		$2.43M Buy
+35,123
New +$2.36M 0.63% 25

Other funds holding BNDW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

49 Wealth Management's BNDW Position: Q2 2024 in Review

49 Wealth Management sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2024, closing a stake of 38,610 shares — an estimated $2.63M sold.

49 Wealth Management first reported a position in BNDW in Q4 2023 and held it in 2 quarters. The position peaked at $2.63M in Q1 2024. 97 funds tracked by Wall St. Rank hold BNDW as of Q2 2024.

  • 49 Wealth Management reported no remaining Vanguard Total World Bond ETF position as of Q2 2024 after selling out during the quarter.
  • 49 Wealth Management sold 38,610 Vanguard Total World Bond ETF shares in Q2 2024, an estimated $2.63M.
  • 49 Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2023 and held it in 2 quarters.
  • 49 Wealth Management's Vanguard Total World Bond ETF position peaked at $2.63M in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2024.

Based on 49 Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.