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LBA Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

LBA Wealth Management’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
2016
Q4 		– Sell
-900
Closed -$50K – 448
2016
Q3 		$50K Sell
900
-3,200
-78% -$179K 0.03% 203
2016
Q2 		$228K Sell
4,100
-2,525
-38% -$138K 0.13% 101
2016
Q1 		$361K Buy
+6,625
New +$356K 0.21% 78

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LBA Wealth Management's BNDX Position: Q4 2016 in Review

LBA Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2016, closing a stake of 900 shares — an estimated $50K sold.

LBA Wealth Management first reported a position in BNDX in Q1 2016 and held it in 3 quarters. The position peaked at $361K in Q1 2016. 242 funds tracked by Wall St. Rank hold BNDX as of Q4 2016.

  • LBA Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 900 Vanguard Total International Bond ETF shares in Q4 2016, an estimated $50K.
  • LBA Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2016 and held it in 3 quarters.
  • LBA Wealth Management's Vanguard Total International Bond ETF position peaked at $361K in Q1 2016.
  • 242 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.