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

Executive 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
2019
Q4 		– Sell
-4,240
Closed -$249K – 149
2019
Q3 		$249K Sell
4,240
-1,143
-21% -$66.7K 0.04% 121
2019
Q2 		$308K Sell
5,383
-976
-15% -$54.8K 0.04% 138
2019
Q1 		$355K Sell
6,359
-230
-3% -$12.6K 0.06% 118
2018
Q4 		$357K Buy
+6,589
New +$360K 0.06% 118

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Executive Wealth Management's BNDX Position: Q4 2019 in Review

Executive Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2019, closing a stake of 4,240 shares — an estimated $249K sold.

Executive Wealth Management first reported a position in BNDX in Q4 2018 and held it in 4 quarters. The position peaked at $357K in Q4 2018. 554 funds tracked by Wall St. Rank hold BNDX as of Q4 2019.

  • Executive Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,240 Vanguard Total International Bond ETF shares in Q4 2019, an estimated $249K.
  • Executive Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2018 and held it in 4 quarters.
  • Executive Wealth Management's Vanguard Total International Bond ETF position peaked at $357K in Q4 2018.
  • 554 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.