HWP
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Hefty Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-103,632
Closed -$5.63M – 242
2017
Q4 		$5.63M Buy
103,632
+5,946
+6% +$326K 3.49% 4
2017
Q3 		$5.33M Buy
97,686
+1,208
+1% +$65.9K 3.53% 3
2017
Q2 		$5.24M Buy
96,478
+4,738
+5% +$258K 3.58% 3
2017
Q1 		$4.96M Buy
91,740
+895
+1% +$48.3K 3.61% 2
2016
Q4 		$4.93M Buy
90,845
+11,429
+14% +$627K 4.13% 3
2016
Q3 		$4.45M Buy
79,416
+8,528
+12% +$477K 3.38% 4
2016
Q2 		$3.95M Buy
70,888
+9,970
+16% +$546K 3.26% 4
2016
Q1 		$3.32M Buy
60,918
+18,656
+44% +$1M 3.11% 5
2015
Q4 		$2.23M Buy
+42,262
New +$2.24M 2.13% 9

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return