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

Icon 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
2019 Q2	–	Sell	-867	Closed	-$48K	–	243
2019 Q1	$48K	Buy	+867	New	+$47.6K	0.02%	364
2018 Q3	–	Sell	-384	Closed	-$21K	–	332
2018 Q2	$21K	Buy	+384	New	+$20.9K	0.01%	574
2018 Q1	–	Sell	-1,001	Closed	-$54K	–	321
2017 Q4	$54K	Buy	+1,001	New	+$54.9K	0.03%	399

Other funds holding BNDX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Icon Wealth Partners's BNDX Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2019, closing a stake of 867 shares — an estimated $48K sold.

Icon Wealth Partners first reported a position in BNDX in Q4 2017 and held it in 3 quarters. The position peaked at $54K in Q4 2017. 473 funds tracked by Wall St. Rank hold BNDX as of Q2 2019.

Icon Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 867 Vanguard Total International Bond ETF shares in Q2 2019, an estimated $48K.
Icon Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Vanguard Total International Bond ETF position peaked at $54K in Q4 2017.
473 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.