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

Focused 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 Q3	–	Sell	-21	Closed	-$1.02K	–	1040
2023 Q2	$1.02K	Buy	+21	New	+$1.02K	﹤0.01%	880
2023 Q1	–	Sell	-256	Closed	-$12.1K	–	1058
2022 Q4	$12.1K	Buy	+256	New	+$12.3K	﹤0.01%	502
2020 Q1	–	Sell	-63	Closed	-$4K	–	712
2019 Q4	$4K	Buy	+63	New	+$3.66K	﹤0.01%	588
2019 Q3	–	Sell	-333	Closed	-$19K	–	704
2019 Q2	$19K	Hold	333	–	–	0.01%	421
2019 Q1	$19K	Hold	333	–	–	0.01%	380
2018 Q4	$18K	Buy	+333	New	+$18.2K	0.01%	389
2016 Q1	–	Sell	-165	Closed	-$9K	–	656
2015 Q4	$9K	Hold	165	–	–	0.01%	418
2015 Q3	$9K	Buy	+165	New	+$8.71K	0.01%	408

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 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