CPA Asset Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

CPA Asset 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
2023 Q2	–	Sell	-5,084	Closed	-$249K	–	68
2023 Q1	$249K	Buy	+5,084	New	+$246K	0.19%	59

Other funds holding BNDX

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CPA Asset Management's BNDX Position: Q2 2023 in Review

CPA Asset Management sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 5,084 shares — an estimated $249K sold.

CPA Asset Management first reported a position in BNDX in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 742 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

CPA Asset Management reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
CPA Asset Management sold 5,084 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $249K.
CPA Asset Management first reported a position in Vanguard Total International Bond ETF in Q1 2023 and held it in 1 quarter.
CPA Asset Management's Vanguard Total International Bond ETF position peaked at $249K in Q1 2023.
742 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on CPA Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.