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

Bison Wealth’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
2024 Q3	–	Sell	-8,190	Closed	-$403K	–	425
2024 Q2	$403K	Hold	8,190	–	–	0.07%	277
2024 Q1	$403K	Buy	+8,190	New	+$400K	0.07%	277
2022 Q4	–	Sell	-7,758	Closed	-$370K	–	272
2022 Q3	$370K	Sell	7,758 -15,786	-67%	-$785K	0.15%	180
2022 Q2	$1.17M	Sell	23,544 -1,265	-5%	-$63.8K	0.67%	45
2022 Q1	$1.3M	Buy	+24,809	New	+$1.33M	0.66%	37
2021 Q2	–	Sell	-3,575	Closed	-$204K	–	461
2021 Q1	$204K	Sell	3,575 -149	-4%	-$8.6K	0.09%	234
2020 Q4	$218K	Sell	3,724 -1,195	-24%	-$69.8K	0.1%	211
2020 Q3	$286K	Hold	4,919	–	–	0.17%	141
2020 Q2	$284K	Sell	4,919 -2,136	-30%	-$122K	0.18%	138
2020 Q1	$397K	Buy	+7,055	New	+$403K	0.29%	98

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Bison Wealth's BNDX Position: Q3 2024 in Review

Bison Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2024, closing a stake of 8,190 shares — an estimated $403K sold.

Bison Wealth first reported a position in BNDX in Q1 2020 and held it in 10 quarters. The position peaked at $1.3M in Q1 2022. 862 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

Bison Wealth reported no remaining Vanguard Total International Bond ETF position as of Q3 2024 after selling out during the quarter.
Bison Wealth sold 8,190 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $403K.
Bison Wealth first reported a position in Vanguard Total International Bond ETF in Q1 2020 and held it in 10 quarters.
Bison Wealth's Vanguard Total International Bond ETF position peaked at $1.3M in Q1 2022.
862 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.