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CarsonAllaria Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-691
Closed -$33.8K – 369
2023
Q2 		$33.8K Buy
691
+3
+0.4% +$146 0.03% 134
2023
Q1 		$33.7K Buy
+688
New +$33.3K 0.03% 131

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

CarsonAllaria Wealth Management's BNDX Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 691 shares — an estimated $33.8K sold.

CarsonAllaria Wealth Management first reported a position in BNDX in Q1 2023 and held it in 2 quarters. The position peaked at $33.8K in Q2 2023. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 691 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $33.8K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vanguard Total International Bond ETF position peaked at $33.8K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.