Institutional & Family Asset Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-8	Closed	-$406	–	740
2023 Q4	$406	Buy	+8	New	+$390	﹤0.01%	678
2023 Q3	–	Sell	-12	Closed	-$587	–	720
2023 Q2	$587	Buy	+12	New	+$585	﹤0.01%	667
2021 Q4	–	Sell	-972	Closed	-$55K	–	814
2021 Q3	$55K	Sell	972 -1,930	-67%	-$111K	0.01%	309
2021 Q2	$166K	Sell	2,902 -271	-9%	-$15.4K	0.03%	194
2021 Q1	$181K	Buy	+3,173	New	+$183K	0.04%	192
2020 Q3	–	Sell	-126	Closed	-$7K	–	839
2020 Q2	$7K	Buy	+126	New	+$7.2K	﹤0.01%	527

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's BNDX Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 8 shares — an estimated $406 sold.

Institutional & Family Asset Management first reported a position in BNDX in Q2 2020 and held it in 6 quarters. The position peaked at $181K in Q1 2021. 838 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Institutional & Family Asset Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 8 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $406.
Institutional & Family Asset Management first reported a position in Vanguard Total International Bond ETF in Q2 2020 and held it in 6 quarters.
Institutional & Family Asset Management's Vanguard Total International Bond ETF position peaked at $181K in Q1 2021.
838 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.