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Choate Investment Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Choate Investment Advisors’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
2020
Q4 		– Sell
-3,836
Closed -$223K – 285
2020
Q3 		$223K Sell
3,836
-417
-10% -$24.2K 0.01% 229
2020
Q2 		$246K Sell
4,253
-245
-5% -$14K 0.02% 220
2020
Q1 		$253K Hold
4,498
– – 0.02% 212
2019
Q4 		$254K Sell
4,498
-305
-6% -$17.7K 0.02% 208
2019
Q3 		$283K Buy
+4,803
New +$280K 0.02% 196
2016
Q4 		– Sell
-4,179
Closed -$234K – 244
2016
Q3 		$234K Sell
4,179
-10
-0.2% -$559 0.02% 215
2016
Q2 		$233K Sell
4,189
-515
-11% -$28.2K 0.02% 213
2016
Q1 		$257K Sell
4,704
-840,263
-99% -$45.2M 0.02% 212
2015
Q4 		$44.9M Buy
844,967
+825,381
+4,214% +$43.7M 3.27% 7
2015
Q3 		$1.04M Sell
19,586
-32,631
-62% -$1.72M 0.07% 99
2015
Q2 		$2.73M Sell
52,217
-347,931
-87% -$18.5M 0.16% 62
2015
Q1 		$21.6M Sell
400,148
-444,819
-53% -$23.9M 1.23% 14
2014
Q4 		$44.9M Sell
844,967
-63,181
-7% -$3.32M 2.63% 8
2014
Q3 		$47.3M Sell
908,148
-34,460
-4% -$1.78M 2.86% 9
2014
Q2 		$48.5M Sell
942,608
-25,158
-3% -$1.28M 2.84% 9
2014
Q1 		$49M Buy
967,766
+54,083
+6% +$2.72M 3.04% 8
2013
Q4 		$45.3M Buy
+913,683
New +$45.5M 2.96% 9

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Choate Investment Advisors's BNDX Position: Q4 2020 in Review

Choate Investment Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2020, closing a stake of 3,836 shares — an estimated $223K sold.

Choate Investment Advisors first reported a position in BNDX in Q4 2013 and held it in 17 quarters. The position peaked at $49M in Q1 2014. 683 funds tracked by Wall St. Rank hold BNDX as of Q4 2020.

  • Choate Investment Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 3,836 Vanguard Total International Bond ETF shares in Q4 2020, an estimated $223K.
  • Choate Investment Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2013 and held it in 17 quarters.
  • Choate Investment Advisors's Vanguard Total International Bond ETF position peaked at $49M in Q1 2014.
  • 683 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2020.

Based on Choate Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.