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C.M. Bidwell & Associates’s Vanguard Total World Bond ETF BNDW Stock Holding History

C.M. Bidwell & Associates’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-515
Closed -$40K – 541
2021
Q4 		$40K Hold
515
– – 0.02% 316
2021
Q3 		$41K Hold
515
– – 0.03% 318
2021
Q2 		$41K Buy
515
+15
+3% +$1.2K 0.03% 324
2021
Q1 		$40K Buy
+500
New +$40.4K 0.03% 312

Other funds holding BNDW

LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

C.M. Bidwell & Associates's BNDW Position: Q1 2022 in Review

C.M. Bidwell & Associates sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2022, closing a stake of 515 shares — an estimated $40K sold.

C.M. Bidwell & Associates first reported a position in BNDW in Q1 2021 and held it in 4 quarters. The position peaked at $41K in Q3 2021. 75 funds tracked by Wall St. Rank hold BNDW as of Q1 2022.

  • C.M. Bidwell & Associates reported no remaining Vanguard Total World Bond ETF position as of Q1 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 515 Vanguard Total World Bond ETF shares in Q1 2022, an estimated $40K.
  • C.M. Bidwell & Associates first reported a position in Vanguard Total World Bond ETF in Q1 2021 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Vanguard Total World Bond ETF position peaked at $41K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2022, filed 29 Apr 2022.