Evercore Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Evercore Wealth 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 Q1	–	Sell	-8,508	Closed	-$404K	–	407
2022 Q4	$404K	Sell	8,508 -342	-4%	-$16.5K	0.01%	291
2022 Q3	$422K	Buy	+8,850	New	+$440K	0.01%	273
2018 Q1	–	Sell	-151	Closed	-$8K	–	405
2017 Q4	$8K	Hold	151	–	–	﹤0.01%	821
2017 Q3	$8K	Hold	151	–	–	﹤0.01%	806
2017 Q2	$8K	Hold	151	–	–	﹤0.01%	846
2017 Q1	$8K	Buy	+151	New	+$8.14K	﹤0.01%	841
2016 Q4	–	Sell	-224	Closed	-$13K	–	1019
2016 Q3	$13K	Hold	224	–	–	﹤0.01%	838
2016 Q2	$12K	Hold	224	–	–	﹤0.01%	829
2016 Q1	$12K	Hold	224	–	–	﹤0.01%	786
2015 Q4	$12K	Buy	+224	New	+$11.9K	﹤0.01%	831

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Evercore Wealth Management's BNDX Position: Q1 2023 in Review

Evercore Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 8,508 shares — an estimated $404K sold.

Evercore Wealth Management first reported a position in BNDX in Q4 2015 and held it in 10 quarters. The position peaked at $422K in Q3 2022. 732 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

Evercore Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
Evercore Wealth Management sold 8,508 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $404K.
Evercore Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 10 quarters.
Evercore Wealth Management's Vanguard Total International Bond ETF position peaked at $422K in Q3 2022.
732 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Evercore Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.