KSWA
BNDX icon

Kathleen S. Wright Associates’s Vanguard Total International Bond ETF BNDX Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-71
Closed -$3.57K – 269
2024
Q3 		$3.57K Hold
71
– – ﹤0.01% 271
2024
Q2 		$3.46K Buy
71
+11
+18% +$536 ﹤0.01% 209
2024
Q1 		$2.95K Buy
60
+15
+33% +$733 ﹤0.01% 211
2023
Q4 		$2.22K Buy
+45
New +$2.19K ﹤0.01% 183

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's BNDX Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 71 shares — an estimated $3.57K sold.

Kathleen S. Wright Associates first reported a position in BNDX in Q4 2023 and held it in 4 quarters. The position peaked at $3.57K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 71 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $3.57K.
  • Kathleen S. Wright Associates first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Vanguard Total International Bond ETF position peaked at $3.57K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.