AdvicePeriod’s Vanguard Total International Bond ETF BNDX Stock Holding History

AdvicePeriod’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$36.3M	Buy	635,494 +438	+0.1%	+$25K	2.36%	9
2021 Q1	$36.3M	Buy	635,056 +3,991	+0.6%	+$230K	2.58%	9
2020 Q4	$36.9M	Buy	631,065 +5,288	+0.8%	+$309K	2.84%	8
2020 Q3	$36.4M	Buy	625,777 +40,351	+7%	+$2.34M	3.3%	7
2020 Q2	$33.8M	Sell	585,426 -338,891	-37%	-$19.4M	3.69%	5
2020 Q1	$52M	Buy	924,317 +6,437	+0.7%	+$368K	5.42%	4
2019 Q4	$51.9M	Buy	917,880 +8,671	+1%	+$503K	4.54%	4
2019 Q3	$53.5M	Buy	909,209 +41,645	+5%	+$2.43M	4.95%	5
2019 Q2	$49.8M	Buy	867,564 +23,001	+3%	+$1.29M	4.66%	5
2019 Q1	$47.1M	Sell	844,563 -64,106	-7%	-$3.52M	4.51%	5
2018 Q4	$49.3M	Buy	908,669 +76,841	+9%	+$4.19M	5.58%	5
2018 Q3	$45.4M	Buy	831,828 +211,329	+34%	+$11.6M	4.94%	5
2018 Q2	$33.9M	Buy	620,499 +81,145	+15%	+$4.42M	5.39%	5
2018 Q1	$29.5M	Buy	539,354 +113,287	+27%	+$6.14M	5.1%	5
2017 Q4	$23.2M	Buy	+426,067	New	+$23.4M	4.4%	6

Other funds holding BNDX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AdvicePeriod's BNDX Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Total International Bond ETF (BNDX) stake by 0.07% in Q2 2021, buying an estimated $25K and bringing the position to 635,494 shares worth $36.3M. The position accounts for 2.36% of the portfolio, ranked #9.

AdvicePeriod first reported a position in BNDX in Q4 2017 and has held it in 15 quarters since. The position peaked at $53.5M in Q3 2019. 664 funds tracked by Wall St. Rank hold BNDX as of Q2 2021.

AdvicePeriod held 635,494 shares of Vanguard Total International Bond ETF worth $36.3M as of Q2 2021.
AdvicePeriod bought 438 Vanguard Total International Bond ETF shares in Q2 2021, an estimated $25K.
Vanguard Total International Bond ETF made up 2.36% of AdvicePeriod's portfolio in Q2 2021, its #9 holding.
AdvicePeriod first reported a position in Vanguard Total International Bond ETF in Q4 2017 and has held it in 15 quarters since.
AdvicePeriod's Vanguard Total International Bond ETF position peaked at $53.5M in Q3 2019.
664 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.