Householder Group Estate & Retirement Specialist’s Vanguard Total International Bond ETF BNDX Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$11K	Sell	230 -4,887	-96%	-$244K	0.01%	354
2024 Q3	$257K	Sell	5,117 -290	-5%	-$14.4K	0.07%	212
2024 Q2	$263K	Sell	5,407 -13	-0.2%	-$633	0.07%	206
2024 Q1	$267K	Sell	5,420 -457	-8%	-$22.3K	0.08%	205
2023 Q4	$290K	Sell	5,877 -119	-2%	-$5.79K	0.1%	189
2023 Q3	$287K	Buy	+5,996	New	+$290K	0.1%	169
2023 Q1	$769K	Buy	+15,715	New	+$761K	0.3%	75
2022 Q4	–	Sell	-23,250	Closed	-$1.11M	–	412
2022 Q3	$1.11M	Buy	23,250 +13,613	+141%	+$677K	0.46%	48
2022 Q2	$477K	Buy	9,637 +907	+10%	+$45.8K	0.21%	114
2022 Q1	$458K	Sell	8,730 -1,054	-11%	-$56.6K	0.18%	126
2021 Q4	$540K	Buy	+9,784	New	+$556K	0.2%	121

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 $424B AUM 22.96% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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 $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BNDX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Total International Bond ETF (BNDX) stake by 96% in Q4 2024, selling an estimated $244K and leaving 230 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #354.

Householder Group Estate & Retirement Specialist first reported a position in BNDX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2022. 932 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 230 shares of Vanguard Total International Bond ETF worth $11K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,887 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $244K.
Vanguard Total International Bond ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #354 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Total International Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Total International Bond ETF position peaked at $1.11M in Q3 2022.
932 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.