CWM
BNDX icon

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

Concert 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
2017
Q3 		– Sell
-4,431
Closed -$242K – 37
2017
Q2 		$242K Sell
4,431
-697
-14% -$38K 0.23% 124
2017
Q1 		$279K Sell
5,128
-5,022
-49% -$271K 0.06% 364
2016
Q4 		$552K Buy
10,150
+4,521
+80% +$248K 0.12% 233
2016
Q3 		$317K Buy
+5,629
New +$315K 0.04% 473
2015
Q2 		– Sell
-4,445
Closed -$240K – 701
2015
Q1 		$240K Buy
+4,445
New +$239K 0.07% 351

Other funds holding BNDX

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return