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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

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

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 $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Empower Advisory Group

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