Avantax Planning Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Avantax Planning Partners’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
2025 Q1	–	Sell	-7,637	Closed	-$375K	–	434
2024 Q4	$375K	Buy	+7,637	New	+$382K	0.01%	295
2018 Q4	–	Sell	-155	Closed	-$8K	–	397
2018 Q3	$8K	Buy	+155	New	+$8.48K	﹤0.01%	933
2018 Q2	–	Sell	-317	Closed	-$17K	–	399
2018 Q1	$17K	Buy	+317	New	+$17.2K	﹤0.01%	832

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avantax Planning Partners's BNDX Position: Q1 2025 in Review

Avantax Planning Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 7,637 shares — an estimated $375K sold.

Avantax Planning Partners first reported a position in BNDX in Q1 2018 and held it in 3 quarters. The position peaked at $375K in Q4 2024. 930 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

Avantax Planning Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 7,637 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $375K.
Avantax Planning Partners first reported a position in Vanguard Total International Bond ETF in Q1 2018 and held it in 3 quarters.
Avantax Planning Partners's Vanguard Total International Bond ETF position peaked at $375K in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.