Highland Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Highland Financial Advisors’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
2024 Q1	–	Sell	-4,251	Closed	-$210K	–	56
2023 Q4	$210K	Hold	4,251	–	–	0.09%	53
2023 Q3	$203K	Hold	4,251	–	–	0.11%	43
2023 Q2	$208K	Sell	4,251 -645	-13%	-$31.4K	0.11%	43
2023 Q1	$240K	Buy	+4,896	New	+$237K	0.13%	42
2022 Q4	–	Sell	-7,472	Closed	-$357K	–	46
2022 Q3	$357K	Sell	7,472 -2,340	-24%	-$116K	0.25%	44
2022 Q2	$486K	Buy	+9,812	New	+$495K	0.33%	32

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highland Financial Advisors's BNDX Position: Q1 2024 in Review

Highland Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 4,251 shares — an estimated $210K sold.

Highland Financial Advisors first reported a position in BNDX in Q2 2022 and held it in 6 quarters. The position peaked at $486K in Q2 2022. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Highland Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Highland Financial Advisors sold 4,251 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $210K.
Highland Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 6 quarters.
Highland Financial Advisors's Vanguard Total International Bond ETF position peaked at $486K in Q2 2022.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Highland Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.