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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Total International Bond ETF BNDX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-197
Closed -$9.64K – 276
2023
Q1 		$9.64K Buy
+197
New +$9.54K 0.01% 218

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Betterment LLC
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Vanguard Group
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BNDX Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 197 shares — an estimated $9.64K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BNDX in Q1 2023 and held it in 1 quarter. The position peaked at $9.64K in Q1 2023. 742 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 197 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $9.64K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Total International Bond ETF in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Total International Bond ETF position peaked at $9.64K in Q1 2023.
  • 742 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.