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Carmichael Hill & Associates’s Vanguard Total World Bond ETF BNDW Stock Holding History

Carmichael Hill & 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
2023
Q2 		– Sell
-550
Closed -$37.9K – 794
2023
Q1 		$37.9K Buy
550
+400
+267% +$27.3K 0.02% 366
2022
Q4 		$10.1K Hold
150
– – 0.01% 554
2022
Q3 		$10K Hold
150
– – 0.01% 557
2022
Q2 		$11K Hold
150
– – 0.01% 534
2022
Q1 		$11K Hold
150
– – 0.01% 582
2021
Q4 		$12K Hold
150
– – 0.01% 586
2021
Q3 		$12K Buy
+150
New +$12.1K 0.01% 572

Other funds holding BNDW

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Carmichael Hill & Associates's BNDW Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2023, closing a stake of 550 shares — an estimated $37.9K sold.

Carmichael Hill & Associates first reported a position in BNDW in Q3 2021 and held it in 7 quarters. The position peaked at $37.9K in Q1 2023. 91 funds tracked by Wall St. Rank hold BNDW as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining Vanguard Total World Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 550 Vanguard Total World Bond ETF shares in Q2 2023, an estimated $37.9K.
  • Carmichael Hill & Associates first reported a position in Vanguard Total World Bond ETF in Q3 2021 and held it in 7 quarters.
  • Carmichael Hill & Associates's Vanguard Total World Bond ETF position peaked at $37.9K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.