DWM Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

DWM Financial Group’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
2020 Q4	$3.77M	Buy	64,413 +334	+0.5%	+$19.5K	5.13%	9
2020 Q3	$3.73M	Buy	64,079 +2,827	+5%	+$164K	5.82%	8
2020 Q2	$3.54M	Buy	+61,252	New	+$3.5M	5.27%	8
2020 Q1	–	Sell	-58,241	Closed	-$3.29M	–	27
2019 Q4	$3.29M	Buy	+58,241	New	+$3.38M	3.36%	11

Other funds holding BNDX

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

DWM Financial Group's BNDX Position: Q4 2020 in Review

DWM Financial Group increased its Vanguard Total International Bond ETF (BNDX) stake by 0.52% in Q4 2020, buying an estimated $19.5K and bringing the position to 64,413 shares worth $3.77M. The position accounts for 5.13% of the portfolio, ranked #9.

DWM Financial Group first reported a position in BNDX in Q4 2019 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold BNDX as of Q4 2020.

DWM Financial Group held 64,413 shares of Vanguard Total International Bond ETF worth $3.77M as of Q4 2020.
DWM Financial Group bought 334 Vanguard Total International Bond ETF shares in Q4 2020, an estimated $19.5K.
Vanguard Total International Bond ETF made up 5.13% of DWM Financial Group's portfolio in Q4 2020, its #9 holding.
DWM Financial Group first reported a position in Vanguard Total International Bond ETF in Q4 2019 and has held it in 4 quarters since.
682 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.