Baker Boyer National Bank’s Vanguard Total International Bond ETF BNDX Stock Holding History

Baker Boyer National Bank’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
2023 Q4	–	Sell	-14,898	Closed	-$712K	–	81
2023 Q3	$712K	Hold	14,898	–	–	0.29%	37
2023 Q2	$728K	Buy	14,898 +8,115	+120%	+$396K	0.27%	34
2023 Q1	$332K	Buy	6,783 +1,030	+18%	+$49.9K	0.13%	58
2022 Q4	$273K	Hold	5,753	–	–	0.11%	68
2022 Q3	$275K	Hold	5,753	–	–	0.12%	68
2022 Q2	$285K	Sell	5,753 -4,582	-44%	-$231K	0.14%	69
2022 Q1	$542K	Buy	10,335 +2,747	+36%	+$147K	0.26%	47
2021 Q4	$418K	Buy	+7,588	New	+$431K	0.19%	55
2021 Q2	$285K	Buy	+5,753	New	+$328K	0.14%	69

Other funds holding BNDX

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baker Boyer National Bank's BNDX Position: Q4 2023 in Review

Baker Boyer National Bank sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 14,898 shares — an estimated $712K sold.

Baker Boyer National Bank first reported a position in BNDX in Q2 2021 and held it in 9 quarters. The position peaked at $728K in Q2 2023. 834 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

Baker Boyer National Bank reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
Baker Boyer National Bank sold 14,898 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $712K.
Baker Boyer National Bank first reported a position in Vanguard Total International Bond ETF in Q2 2021 and held it in 9 quarters.
Baker Boyer National Bank's Vanguard Total International Bond ETF position peaked at $728K in Q2 2023.
834 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Baker Boyer National Bank's 13F filing for Q4 2023, filed 12 Jan 2024.