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 New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hefty Wealth Partners's BNDX Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2018, closing a stake of 103,632 shares — an estimated $5.63M sold.

Hefty Wealth Partners first reported a position in BNDX in Q4 2015 and held it in 9 quarters. The position peaked at $5.63M in Q4 2017. 378 funds tracked by Wall St. Rank hold BNDX as of Q1 2018.

Hefty Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 103,632 Vanguard Total International Bond ETF shares in Q1 2018, an estimated $5.63M.
Hefty Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 9 quarters.
Hefty Wealth Partners's Vanguard Total International Bond ETF position peaked at $5.63M in Q4 2017.
378 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.