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

BSW Wealth Partners’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 Q2	–	Sell	-6,920	Closed	-$339K	–	288
2023 Q1	$339K	Buy	+6,920	New	+$335K	0.07%	201
2018 Q4	–	Sell	-10,675	Closed	-$582K	–	106
2018 Q3	$582K	Hold	10,675	–	–	0.22%	42
2018 Q2	$584K	Hold	10,675	–	–	0.25%	41
2018 Q1	$584K	Buy	10,675 +621	+6%	+$33.7K	0.26%	38
2017 Q4	$547K	Buy	10,054 +23	+0.2%	+$1.26K	0.23%	42
2017 Q3	$548K	Buy	10,031 +24	+0.2%	+$1.31K	0.24%	41
2017 Q2	$544K	Buy	10,007 +22	+0.2%	+$1.2K	0.25%	38
2017 Q1	$540K	Buy	9,985 +406	+4%	+$21.9K	0.27%	35
2016 Q4	$520K	Buy	9,579 +9,047	+1,701%	+$496K	0.27%	38
2016 Q3	$9.49K	Sell	532 -7,293	-93%	-$408K	0.33%	36
2016 Q2	$436K	Hold	7,825	–	–	0.24%	40
2016 Q1	$427K	Buy	+7,825	New	+$421K	0.24%	40

Other funds holding BNDX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BSW Wealth Partners's BNDX Position: Q2 2023 in Review

BSW Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 6,920 shares — an estimated $339K sold.

BSW Wealth Partners first reported a position in BNDX in Q1 2016 and held it in 12 quarters. The position peaked at $584K in Q2 2018. 741 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

BSW Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 6,920 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $339K.
BSW Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q1 2016 and held it in 12 quarters.
BSW Wealth Partners's Vanguard Total International Bond ETF position peaked at $584K in Q2 2018.
741 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.