Intergy Private Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Intergy Private Wealth’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 Q2	–	Sell	-34,925	Closed	-$1.72M	–	81
2024 Q1	$1.72M	Sell	34,925 -24,758	-41%	-$1.21M	0.71%	26
2023 Q4	$2.95M	Buy	59,683 +4,446	+8%	+$216K	1.27%	19
2023 Q3	$2.64M	Sell	55,237 -110	-0.2%	-$5.33K	1.32%	19
2023 Q2	$2.71M	Buy	55,347 +5,099	+10%	+$249K	1.32%	19
2023 Q1	$2.46M	Buy	50,248 +1,549	+3%	+$75K	1.38%	18
2022 Q4	$2.31M	Buy	48,699 +1,771	+4%	+$85.3K	1.44%	18
2022 Q3	$2.24M	Buy	46,928 +3,153	+7%	+$157K	1.59%	17
2022 Q2	$2.17M	Sell	43,775 -22,218	-34%	-$1.12M	1.71%	14
2022 Q1	$3.46M	Buy	65,993 +19,600	+42%	+$1.05M	2.41%	12
2021 Q4	$2.56M	Buy	+46,393	New	+$2.64M	2%	14

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

Intergy Private Wealth's BNDX Position: Q2 2024 in Review

Intergy Private Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 34,925 shares — an estimated $1.72M sold.

Intergy Private Wealth first reported a position in BNDX in Q4 2021 and held it in 10 quarters. The position peaked at $3.46M in Q1 2022. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

Intergy Private Wealth reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
Intergy Private Wealth sold 34,925 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $1.72M.
Intergy Private Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 10 quarters.
Intergy Private Wealth's Vanguard Total International Bond ETF position peaked at $3.46M in Q1 2022.
829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Intergy Private Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.