BPWA
BNDX icon

Beacon Pointe Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		– Sell
-7,296
Closed -$429K – 272
2019
Q3 		$429K Buy
+7,296
New +$426K 0.09% 170

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
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beacon Pointe Wealth Advisors's BNDX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2019, closing a stake of 7,296 shares — an estimated $429K sold.

Beacon Pointe Wealth Advisors first reported a position in BNDX in Q3 2019 and held it in 1 quarter. The position peaked at $429K in Q3 2019. 554 funds tracked by Wall St. Rank hold BNDX as of Q4 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 7,296 Vanguard Total International Bond ETF shares in Q4 2019, an estimated $429K.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Vanguard Total International Bond ETF position peaked at $429K in Q3 2019.
  • 554 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.