Independent Portfolio Consultants’s Vanguard Total International Bond ETF BNDX Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-4,140	Closed	-$224K	–	789
2017 Q1	$224K	Sell	4,140 -10,030	-71%	-$541K	0.08%	303
2016 Q4	$769K	Sell	14,170 -5,820	-29%	-$319K	0.25%	140
2016 Q3	$1.12M	Sell	19,990 -785	-4%	-$43.9K	0.35%	79
2016 Q2	$1.16M	Sell	20,775 -13,000	-38%	-$711K	0.36%	71
2016 Q1	$1.84M	Buy	33,775 +21,635	+178%	+$1.16M	0.52%	41
2015 Q4	$642K	Buy	+12,140	New	+$643K	0.19%	158

Other funds holding BNDX

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Independent Portfolio Consultants's BNDX Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2017, closing a stake of 4,140 shares — an estimated $224K sold.

Independent Portfolio Consultants first reported a position in BNDX in Q4 2015 and held it in 6 quarters. The position peaked at $1.84M in Q1 2016. 283 funds tracked by Wall St. Rank hold BNDX as of Q2 2017.

Independent Portfolio Consultants reported no remaining Vanguard Total International Bond ETF position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 4,140 Vanguard Total International Bond ETF shares in Q2 2017, an estimated $224K.
Independent Portfolio Consultants first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 6 quarters.
Independent Portfolio Consultants's Vanguard Total International Bond ETF position peaked at $1.84M in Q1 2016.
283 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.