IFPL
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Investments & Financial Planning LLC’s Vanguard Total International Bond ETF BNDX Stock Holding History

Investments & Financial Planning LLC’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
2026
Q2 		$676K Sell
13,955
-760
-5% -$36.6K 0.32% 20
2026
Q1 		$707K Sell
14,715
-4,800
-25% -$233K 0.38% 17
2025
Q4 		$943K Sell
19,515
-3,382
-15% -$167K 0.51% 15
2025
Q3 		$1.13M Sell
22,897
-6,310
-22% -$311K 0.61% 15
2025
Q2 		$1.45M Sell
29,207
-2,431
-8% -$120K 0.83% 14
2025
Q1 		$1.54M Sell
31,638
-3,728
-11% -$182K 1% 12
2024
Q4 		$1.73M Sell
35,366
-3,894
-10% -$195K 1.07% 12
2024
Q3 		$1.97M Sell
39,260
-404
-1% -$20.1K 1.25% 11
2024
Q2 		$1.93M Buy
39,664
+521
+1% +$25.4K 1.3% 11
2024
Q1 		$1.93M Buy
39,143
+1,691
+5% +$82.6K 1.32% 11
2023
Q4 		$1.85M Sell
37,452
-38,380
-51% -$1.87M 1.38% 10
2023
Q3 		$3.63M Sell
75,832
-5,692
-7% -$276K 3.23% 9
2023
Q2 		$3.98M Sell
81,524
-9,133
-10% -$445K 3.45% 7
2023
Q1 		$4.43M Sell
90,657
-8,950
-9% -$434K 4.07% 6
2022
Q4 		$4.72M Buy
+99,607
New +$4.8M 4.63% 7
2022
Q2 		$5.37M Buy
108,355
+311
+0.3% +$15.7K 5.53% 5
2022
Q1 		$5.67M Buy
108,044
+895
+0.8% +$48.1K 4.95% 6
2021
Q4 		$5.71M Buy
+107,149
New +$6.09M 5.12% 6

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Investments & Financial Planning LLC's BNDX Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Vanguard Total International Bond ETF (BNDX) stake by 5.2% in Q2 2026, selling an estimated $36.6K and leaving 13,955 shares worth $676K. The position accounts for 0.32% of the portfolio, ranked #20.

Investments & Financial Planning LLC first reported a position in BNDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.71M in Q4 2021. 1,108 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Investments & Financial Planning LLC held 13,955 shares of Vanguard Total International Bond ETF worth $676K as of Q2 2026.
  • Investments & Financial Planning LLC sold 760 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $36.6K.
  • Vanguard Total International Bond ETF made up 0.32% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #20 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Total International Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Total International Bond ETF position peaked at $5.71M in Q4 2021.
  • 1,108 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.