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Bard Financial Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

Bard Financial Services’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
Q3 		– Sell
-15,270
Closed -$746K – 232
2023
Q2 		$746K Buy
15,270
+370
+2% +$18K 0.06% 185
2023
Q1 		$729K Buy
+14,900
New +$722K 0.06% 189

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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Bard Financial Services's BNDX Position: Q3 2023 in Review

Bard Financial Services sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 15,270 shares — an estimated $746K sold.

Bard Financial Services first reported a position in BNDX in Q1 2023 and held it in 2 quarters. The position peaked at $746K in Q2 2023. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

  • Bard Financial Services reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 15,270 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $746K.
  • Bard Financial Services first reported a position in Vanguard Total International Bond ETF in Q1 2023 and held it in 2 quarters.
  • Bard Financial Services's Vanguard Total International Bond ETF position peaked at $746K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.