IEQ Capital’s Vanguard Total International Bond ETF BNDX Stock Holding History

IEQ Capital’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	–	Sell	-5,638	Closed	-$283K	–	1343
2024 Q3	$283K	Buy	+5,638	New	+$280K	﹤0.01%	943
2023 Q4	–	Sell	-25,278	Closed	-$1.21M	–	936
2023 Q3	$1.21M	Buy	25,278 +11	+0%	+$532	0.02%	360
2023 Q2	$1.24M	Buy	25,267 +311	+1%	+$15.2K	0.02%	348
2023 Q1	$1.22M	Buy	24,956 +63	+0.3%	+$3.05K	0.03%	344
2022 Q4	$1.18M	Buy	24,893 +196	+0.8%	+$9.44K	0.03%	335
2022 Q3	$1.18M	Sell	24,697 -143	-0.6%	-$7.11K	0.03%	327
2022 Q2	$1.23M	Buy	24,840 +269	+1%	+$13.6K	0.04%	272
2022 Q1	$1.29M	Buy	+24,571	New	+$1.32M	0.03%	277

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $18.1B AUM 15% 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

IEQ Capital's BNDX Position: Q4 2024 in Review

IEQ Capital sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 5,638 shares — an estimated $283K sold.

IEQ Capital first reported a position in BNDX in Q1 2022 and held it in 8 quarters. The position peaked at $1.29M in Q1 2022. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

IEQ Capital reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
IEQ Capital sold 5,638 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $283K.
IEQ Capital first reported a position in Vanguard Total International Bond ETF in Q1 2022 and held it in 8 quarters.
IEQ Capital's Vanguard Total International Bond ETF position peaked at $1.29M in Q1 2022.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.