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Lee Financial Group Hawaii’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lee Financial Group Hawaii’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
Q1 		– Sell
-4,871
Closed -$285K – 30
2020
Q4 		$285K Buy
4,871
+32
+0.7% +$1.87K 0.24% 39
2020
Q3 		$282K Sell
4,839
-3,794
-44% -$220K 0.23% 37
2020
Q2 		$498K Buy
+8,633
New +$493K 0.43% 32

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lee Financial Group Hawaii's BNDX Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2021, closing a stake of 4,871 shares — an estimated $285K sold.

Lee Financial Group Hawaii first reported a position in BNDX in Q2 2020 and held it in 3 quarters. The position peaked at $498K in Q2 2020. 668 funds tracked by Wall St. Rank hold BNDX as of Q1 2021.

  • Lee Financial Group Hawaii reported no remaining Vanguard Total International Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 4,871 Vanguard Total International Bond ETF shares in Q1 2021, an estimated $285K.
  • Lee Financial Group Hawaii first reported a position in Vanguard Total International Bond ETF in Q2 2020 and held it in 3 quarters.
  • Lee Financial Group Hawaii's Vanguard Total International Bond ETF position peaked at $498K in Q2 2020.
  • 668 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.