IWP
BNDX icon

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 – 245
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 – 322
2017
Q4 		$54K Buy
+1,001
New +$54.9K 0.03% 399

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return