Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q2 		– Sell
-5,422
Closed -$265K – 114
2025
Q1 		$265K Sell
5,422
-662
-11% -$32.4K 0.04% 95
2024
Q4 		$298K Buy
+6,084
New +$304K 0.05% 91
2024
Q3 		– Sell
-6,695
Closed -$326K – 59
2024
Q2 		$326K Sell
6,695
-1,583
-19% -$77.1K 0.06% 83
2024
Q1 		$407K Buy
+8,278
New +$404K 0.08% 72
2023
Q4 		– Sell
-14,592
Closed -$698K – 83
2023
Q3 		$698K Sell
14,592
-112,068
-88% -$5.42M 0.16% 52
2023
Q2 		$6.19M Sell
126,660
-19,369
-13% -$944K 1.6% 18
2023
Q1 		$7.14M Sell
146,029
-10,702
-7% -$518K 1.96% 18
2022
Q4 		$7.43M Sell
156,731
-9,168
-6% -$441K 2.23% 16
2022
Q3 		$7.92M Sell
165,899
-18,689
-10% -$929K 2.64% 16
2022
Q2 		$9.14M Buy
184,588
+1,424
+0.8% +$71.8K 2.89% 16
2022
Q1 		$9.61M Buy
183,164
+93,631
+105% +$5.03M 2.82% 11
2021
Q4 		$4.91M Sell
89,533
-82,483
-48% -$4.69M 2.11% 15
2021
Q3 		$9.8M Buy
172,016
+12,834
+8% +$740K 2.93% 10
2021
Q2 		$9.09M Buy
159,182
+23,972
+18% +$1.37M 2.75% 13
2021
Q1 		$7.72M Buy
135,210
+9,127
+7% +$527K 2.68% 12
2020
Q4 		$7.38M Buy
+126,083
New +$7.36M 2.84% 8

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Vanguard Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BNDX Position: Q2 2025 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2025, closing a stake of 5,422 shares — an estimated $265K sold.

Legacy Financial Group (Iowa) first reported a position in BNDX in Q4 2020 and held it in 16 quarters. The position peaked at $9.8M in Q3 2021. 983 funds tracked by Wall St. Rank hold BNDX as of Q2 2025.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Total International Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5,422 Vanguard Total International Bond ETF shares in Q2 2025, an estimated $265K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 16 quarters.
  • Legacy Financial Group (Iowa)'s Vanguard Total International Bond ETF position peaked at $9.8M in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2025, filed 15 Jul 2025.