JBJ Investment Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

JBJ Investment Partners’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
2021 Q4	$26.7M	Sell	484,233 -15,798	-3%	-$898K	5.51%	7
2021 Q3	$28.5M	Buy	500,031 +48,767	+11%	+$2.81M	5.91%	6
2021 Q2	$25.8M	Buy	451,264 +73,567	+19%	+$4.19M	5.29%	7
2021 Q1	$21.6M	Buy	377,697 +54,630	+17%	+$3.15M	4.72%	7
2020 Q4	$18.9M	Buy	323,067 +32,659	+11%	+$1.91M	4.3%	7
2020 Q3	$16.9M	Buy	+290,408	New	+$16.8M	4.42%	7

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JBJ Investment Partners's BNDX Position: Q4 2021 in Review

JBJ Investment Partners reduced its Vanguard Total International Bond ETF (BNDX) stake by 3.2% in Q4 2021, selling an estimated $898K and leaving 484,233 shares worth $26.7M. The position accounts for 5.51% of the portfolio, ranked #7.

JBJ Investment Partners first reported a position in BNDX in Q3 2020 and has held it in 6 quarters since. The position peaked at $28.5M in Q3 2021. 752 funds tracked by Wall St. Rank hold BNDX as of Q4 2021.

JBJ Investment Partners held 484,233 shares of Vanguard Total International Bond ETF worth $26.7M as of Q4 2021.
JBJ Investment Partners sold 15,798 Vanguard Total International Bond ETF shares in Q4 2021, an estimated $898K.
Vanguard Total International Bond ETF made up 5.51% of JBJ Investment Partners's portfolio in Q4 2021, its #7 holding.
JBJ Investment Partners first reported a position in Vanguard Total International Bond ETF in Q3 2020 and has held it in 6 quarters since.
JBJ Investment Partners's Vanguard Total International Bond ETF position peaked at $28.5M in Q3 2021.
752 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.