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

Doliver 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 Q1	–	Sell	-10,943	Closed	-$519K	–	167
2022 Q4	$519K	Buy	+10,943	New	+$527K	0.17%	79
2020 Q1	–	Sell	-10,076	Closed	-$570K	–	172
2019 Q4	$570K	Sell	10,076 -8,750	-46%	-$508K	0.23%	48
2019 Q3	$1.1M	Buy	+18,826	New	+$1.1M	0.44%	35
2019 Q1	–	Sell	-8,823	Closed	-$479K	–	140
2018 Q4	$479K	Buy	+8,823	New	+$481K	0.24%	60

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Doliver Advisors's BNDX Position: Q1 2023 in Review

Doliver Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 10,943 shares — an estimated $519K sold.

Doliver Advisors first reported a position in BNDX in Q4 2018 and held it in 4 quarters. The position peaked at $1.1M in Q3 2019. 732 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

Doliver Advisors reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
Doliver Advisors sold 10,943 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $519K.
Doliver Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2018 and held it in 4 quarters.
Doliver Advisors's Vanguard Total International Bond ETF position peaked at $1.1M in Q3 2019.
732 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Doliver Advisors's 13F filing for Q1 2023, filed 12 May 2023.