CIA
Concurrent Investment Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.5M | Buy |
151,522
+20,904
| +16% | +$1.03M | 0.15% | 147 |
|
2025
Q1 | $6.38M | Sell |
130,618
-11,387
| -8% | -$556K | 0.15% | 142 |
|
2024
Q4 | $6.97M | Buy |
142,005
+3,081
| +2% | +$151K | 0.19% | 110 |
|
2024
Q3 | $6.99M | Sell |
138,924
-822
| -0.6% | -$41.3K | 0.21% | 110 |
|
2024
Q2 | $6.8M | Buy |
139,746
+5,013
| +4% | +$244K | 0.22% | 103 |
|
2024
Q1 | $6.63M | Buy |
134,733
+29,414
| +28% | +$1.45M | 0.27% | 90 |
|
2023
Q4 | $5.2M | Buy |
+105,319
| New | +$5.2M | 0.25% | 91 |
|