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

Leeward Financial Partners’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
2023 Q1	–	Sell	-12,314	Closed	-$584K	–	74
2022 Q4	$584K	Sell	12,314 -3,988	-24%	-$192K	0.4%	52
2022 Q3	$778K	Buy	16,302 +448	+3%	+$22.3K	0.56%	48
2022 Q2	$785K	Sell	15,854 -78	-0.5%	-$3.94K	0.54%	49
2022 Q1	$835K	Buy	15,932 +727	+5%	+$39K	0.52%	49
2021 Q4	$839K	Buy	+15,205	New	+$864K	0.52%	51

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Leeward Financial Partners's BNDX Position: Q1 2023 in Review

Leeward Financial Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 12,314 shares — an estimated $584K sold.

Leeward Financial Partners first reported a position in BNDX in Q4 2021 and held it in 5 quarters. The position peaked at $839K in Q4 2021. 731 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

Leeward Financial Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
Leeward Financial Partners sold 12,314 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $584K.
Leeward Financial Partners first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 5 quarters.
Leeward Financial Partners's Vanguard Total International Bond ETF position peaked at $839K in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Leeward Financial Partners's 13F filing for Q1 2023, filed 25 Apr 2023.