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

Lee Financial’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
Q1 		– Sell
-594
Closed -$29.3K – 240
2023
Q4 		$29.3K Sell
594
-1,571
-73% -$76.5K 0.01% 274
2023
Q3 		$104K Hold
2,165
– – 0.02% 162
2023
Q2 		$106K Hold
2,165
– – 0.02% 161
2023
Q1 		$106K Hold
2,165
– – 0.02% 163
2022
Q4 		$103K Buy
+2,165
New +$104K 0.02% 192

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's BNDX Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 594 shares — an estimated $29.3K sold.

Lee Financial first reported a position in BNDX in Q4 2022 and held it in 5 quarters. The position peaked at $106K in Q1 2023. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

  • Lee Financial reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 594 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $29.3K.
  • Lee Financial first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Vanguard Total International Bond ETF position peaked at $106K in Q1 2023.
  • 837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.