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

CT Financial 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
2017 Q1	$249K	Hold	4,602	–	–	0.15%	134
2016 Q4	$250K	Hold	4,602	–	–	0.16%	130
2016 Q3	$258K	Buy	4,602 +1,000	+28%	+$55.9K	0.16%	124
2016 Q2	$201K	Hold	3,602	–	–	0.12%	143
2016 Q1	$196K	Hold	3,602	–	–	0.11%	155
2015 Q4	$190K	Hold	3,602	–	–	0.11%	151
2015 Q3	$191K	Hold	3,602	–	–	0.12%	143
2015 Q2	$189K	Buy	3,602 +1,095	+44%	+$58.1K	0.11%	158
2015 Q1	$136K	Sell	2,507 -98	-4%	-$5.27K	0.08%	194
2014 Q4	$138K	Buy	+2,605	New	+$137K	0.1%	144
2014 Q1	$136K	Buy	+2,507	New	+$126K	0.08%	194

Other funds holding BNDX

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

CT Financial Advisors's BNDX Position: Q1 2017 in Review

CT Financial Advisors held its Vanguard Total International Bond ETF (BNDX) position steady in Q1 2017 at 4,602 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #134.

CT Financial Advisors first reported a position in BNDX in Q1 2014 and has held it in 11 quarters since. The position peaked at $258K in Q3 2016. 250 funds tracked by Wall St. Rank hold BNDX as of Q1 2017.

CT Financial Advisors held 4,602 shares of Vanguard Total International Bond ETF worth $249K as of Q1 2017.
CT Financial Advisors left its Vanguard Total International Bond ETF share count unchanged in Q1 2017.
Vanguard Total International Bond ETF made up 0.15% of CT Financial Advisors's portfolio in Q1 2017, its #134 holding.
CT Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Vanguard Total International Bond ETF position peaked at $258K in Q3 2016.
250 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.