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Cedar Brook Financial Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-59,833
Closed -$2.94M – 61
2024
Q1 		$2.94M Buy
59,833
+4,866
+9% +$238K 0.58% 42
2023
Q4 		$2.7M Buy
54,967
+3,163
+6% +$154K 0.6% 40
2023
Q3 		$2.48M Buy
51,804
+3,313
+7% +$160K 0.65% 35
2023
Q2 		$2.37M Buy
48,491
+44
+0.1% +$2.14K 0.56% 38
2023
Q1 		$2.37M Buy
48,447
+2,757
+6% +$134K 0.61% 35
2022
Q4 		$2.17M Buy
45,690
+5,359
+13% +$258K 0.61% 37
2022
Q3 		$1.93M Sell
40,331
-911
-2% -$45.3K 0.62% 36
2022
Q2 		$2.04M Sell
41,242
-4,430
-10% -$224K 0.64% 33
2022
Q1 		$2.4M Buy
45,672
+13,002
+40% +$698K 0.62% 37
2021
Q4 		$1.8M Buy
32,670
+1,488
+5% +$84.5K 0.46% 49
2021
Q3 		$1.78M Buy
31,182
+5,004
+19% +$288K 0.53% 42
2021
Q2 		$1.5M Buy
26,178
+21,552
+466% +$1.23M 0.43% 55
2021
Q1 		$264K Sell
4,626
-4,721
-51% -$272K 0.09% 256
2020
Q4 		$547K Sell
9,347
-34
-0.4% -$1.99K 0.19% 129
2020
Q3 		$546K Buy
9,381
+1,928
+26% +$112K 0.21% 127
2020
Q2 		$430K Buy
7,453
+2,081
+39% +$119K 0.19% 145
2020
Q1 		$302K Sell
5,372
-1,155
-18% -$66K 0.17% 168
2019
Q4 		$369K Buy
6,527
+496
+8% +$28.8K 0.16% 174
2019
Q3 		$355K Buy
6,031
+1,528
+34% +$89.1K 0.16% 186
2019
Q2 		$258K Buy
4,503
+418
+10% +$23.5K 0.12% 232
2019
Q1 		$228K Buy
+4,085
New +$224K 0.11% 243

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $18.1B AUM 15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Brook Financial Partners's BNDX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 59,833 shares — an estimated $2.94M sold.

Cedar Brook Financial Partners first reported a position in BNDX in Q1 2019 and held it in 21 quarters. The position peaked at $2.94M in Q1 2024. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 59,833 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $2.94M.
  • Cedar Brook Financial Partners first reported a position in Vanguard Total International Bond ETF in Q1 2019 and held it in 21 quarters.
  • Cedar Brook Financial Partners's Vanguard Total International Bond ETF position peaked at $2.94M in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.