Investment Advisory Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Investment Advisory Group’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
2022 Q4	–	Sell	-5,373	Closed	-$256K	–	137
2022 Q3	$256K	Hold	5,373	–	–	0.18%	96
2022 Q2	$266K	Buy	+5,373	New	+$271K	0.18%	96

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Advisory Group's BNDX Position: Q4 2022 in Review

Investment Advisory Group sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 5,373 shares — an estimated $256K sold.

Investment Advisory Group first reported a position in BNDX in Q2 2022 and held it in 2 quarters. The position peaked at $266K in Q2 2022. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Investment Advisory Group reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
Investment Advisory Group sold 5,373 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $256K.
Investment Advisory Group first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 2 quarters.
Investment Advisory Group's Vanguard Total International Bond ETF position peaked at $266K in Q2 2022.
749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Investment Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.