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

CSM 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
2023 Q4	–	Sell	-481,500	Closed	-$23M	–	143
2023 Q3	$23M	Hold	481,500	–	–	2.01%	11
2023 Q2	$23.5M	Buy	+481,500	New	+$23.5M	1.78%	15

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CSM Advisors's BNDX Position: Q4 2023 in Review

CSM Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 481,500 shares — an estimated $23M sold.

CSM Advisors first reported a position in BNDX in Q2 2023 and held it in 2 quarters. The position peaked at $23.5M in Q2 2023. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

CSM Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
CSM Advisors sold 481,500 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $23M.
CSM Advisors first reported a position in Vanguard Total International Bond ETF in Q2 2023 and held it in 2 quarters.
CSM Advisors's Vanguard Total International Bond ETF position peaked at $23.5M in Q2 2023.
833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on CSM Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.