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AllGen Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

AllGen Financial Advisors’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 		– Sell
-27,275
Closed -$1.56M – 35
2021
Q1 		$1.56M Sell
27,275
-3,145
-10% -$182K 1.27% 20
2020
Q4 		$1.78M Buy
+30,420
New +$1.78M 1.65% 15

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllGen Financial Advisors's BNDX Position: Q2 2021 in Review

AllGen Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2021, closing a stake of 27,275 shares — an estimated $1.56M sold.

AllGen Financial Advisors first reported a position in BNDX in Q4 2020 and held it in 2 quarters. The position peaked at $1.78M in Q4 2020. 663 funds tracked by Wall St. Rank hold BNDX as of Q2 2021.

  • AllGen Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q2 2021 after selling out during the quarter.
  • AllGen Financial Advisors sold 27,275 Vanguard Total International Bond ETF shares in Q2 2021, an estimated $1.56M.
  • AllGen Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 2 quarters.
  • AllGen Financial Advisors's Vanguard Total International Bond ETF position peaked at $1.78M in Q4 2020.
  • 663 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2021.

Based on AllGen Financial Advisors's 13F filing for Q2 2021, filed 15 Feb 2023.