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Landmark Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Landmark Financial Advisors’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
2015
Q2 		– Sell
-37,825
Closed -$2.01M – 49
2015
Q1 		$2.01M Hold
37,825
– – 2.11% 15
2014
Q4 		$2.01M Buy
+37,825
New +$1.99M 2.07% 13

Other funds holding BNDX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Landmark Financial Advisors's BNDX Position: Q2 2015 in Review

Landmark Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2015, closing a stake of 37,825 shares — an estimated $2.01M sold.

Landmark Financial Advisors first reported a position in BNDX in Q4 2014 and held it in 2 quarters. The position peaked at $2.01M in Q1 2015. 165 funds tracked by Wall St. Rank hold BNDX as of Q2 2015.

  • Landmark Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 37,825 Vanguard Total International Bond ETF shares in Q2 2015, an estimated $2.01M.
  • Landmark Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2014 and held it in 2 quarters.
  • Landmark Financial Advisors's Vanguard Total International Bond ETF position peaked at $2.01M in Q1 2015.
  • 165 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2015.

Based on Landmark Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.