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

Collaborative 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
2021 Q4	$265K	Buy	+4,799	New	+$273K	0.15%	174
2021 Q1	$243K	Buy	+4,638	New	+$268K	0.14%	170

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Collaborative Wealth Management's BNDX Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in Vanguard Total International Bond ETF (BNDX) in Q4 2021: 4,799 shares worth $265K. The stake represents 0.15% of the portfolio and ranks #174 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in BNDX as recently as Q1 2021.

Collaborative Wealth Management first reported a position in BNDX in Q1 2021 and has held it in 2 quarters since. 752 funds tracked by Wall St. Rank hold BNDX as of Q4 2021.

Collaborative Wealth Management held 4,799 shares of Vanguard Total International Bond ETF worth $265K as of Q4 2021.
Vanguard Total International Bond ETF was a new Collaborative Wealth Management position in Q4 2021.
Vanguard Total International Bond ETF made up 0.15% of Collaborative Wealth Management's portfolio in Q4 2021, its #174 holding.
Collaborative Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2021 and has held it in 2 quarters since.
752 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.