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Libra Wealth’s Vanguard Total World Bond ETF BNDW Stock Holding History

Libra Wealth’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-687,099
Closed -$45.5M – 45
2022
Q1 		$45.5M Buy
687,099
+37,558
+6% +$2.85M 26.1% 1
2021
Q4 		$43.2M Buy
+649,541
New +$51.7M 27.91% 1

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Libra Wealth's BNDW Position: Q2 2022 in Review

Libra Wealth sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 687,099 shares — an estimated $45.5M sold.

Libra Wealth first reported a position in BNDW in Q4 2021 and held it in 2 quarters. The position peaked at $45.5M in Q1 2022. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

  • Libra Wealth reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Libra Wealth sold 687,099 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $45.5M.
  • Libra Wealth first reported a position in Vanguard Total World Bond ETF in Q4 2021 and held it in 2 quarters.
  • Libra Wealth's Vanguard Total World Bond ETF position peaked at $45.5M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Libra Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.