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Balboa Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Balboa Wealth 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
2023
Q1 		– Sell
-5,738
Closed -$272K – 302
2022
Q4 		$272K Sell
5,738
-15
-0.3% -$722 0.12% 169
2022
Q3 		$275K Buy
+5,753
New +$286K 0.12% 148

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Balboa Wealth Partners's BNDX Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 5,738 shares — an estimated $272K sold.

Balboa Wealth Partners first reported a position in BNDX in Q3 2022 and held it in 2 quarters. The position peaked at $275K in Q3 2022. 731 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,738 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $272K.
  • Balboa Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Vanguard Total International Bond ETF position peaked at $275K in Q3 2022.
  • 731 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.