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Briaud Financial Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-19,669
Closed -$944K – 26
2022
Q3 		$944K Buy
+19,669
New +$977K 0.84% 7

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Briaud Financial Planning's BNDX Position: Q4 2022 in Review

Briaud Financial Planning sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 19,669 shares — an estimated $944K sold.

Briaud Financial Planning first reported a position in BNDX in Q3 2022 and held it in 1 quarter. The position peaked at $944K in Q3 2022. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

  • Briaud Financial Planning reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Briaud Financial Planning sold 19,669 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $944K.
  • Briaud Financial Planning first reported a position in Vanguard Total International Bond ETF in Q3 2022 and held it in 1 quarter.
  • Briaud Financial Planning's Vanguard Total International Bond ETF position peaked at $944K in Q3 2022.
  • 749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Briaud Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.