Blooom Inc’s Vanguard Total International Bond ETF BNDX Stock Holding History

Blooom Inc’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
2022 Q3	$869K	Sell	18,205 -1,113	-6%	-$55.3K	1.65%	12
2022 Q2	$957K	Sell	19,318 -2,183	-10%	-$110K	1.64%	11
2022 Q1	$1.12M	Sell	21,501 -666	-3%	-$35.8K	0.9%	13
2021 Q4	$1.22M	Buy	22,167 +2,627	+13%	+$149K	0.92%	13
2021 Q3	$1.11M	Buy	19,540 +288	+1%	+$16.6K	0.92%	14
2021 Q2	$1.1M	Buy	19,252 +1,181	+7%	+$67.3K	0.82%	15
2021 Q1	$1.03M	Buy	18,071 +2,673	+17%	+$154K	0.81%	12
2020 Q4	$902K	Buy	+15,398	New	+$899K	0.72%	12

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Blooom Inc's BNDX Position: Q3 2022 in Review

Blooom Inc reduced its Vanguard Total International Bond ETF (BNDX) stake by 5.8% in Q3 2022, selling an estimated $55.3K and leaving 18,205 shares worth $869K. The position accounts for 1.65% of the portfolio, ranked #12.

Blooom Inc first reported a position in BNDX in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2021. 680 funds tracked by Wall St. Rank hold BNDX as of Q3 2022.

Blooom Inc held 18,205 shares of Vanguard Total International Bond ETF worth $869K as of Q3 2022.
Blooom Inc sold 1,113 Vanguard Total International Bond ETF shares in Q3 2022, an estimated $55.3K.
Vanguard Total International Bond ETF made up 1.65% of Blooom Inc's portfolio in Q3 2022, its #12 holding.
Blooom Inc first reported a position in Vanguard Total International Bond ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Total International Bond ETF position peaked at $1.22M in Q4 2021.
680 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.