Life Planning Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Life Planning 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
2024 Q1	–	Sell	-2,876	Closed	-$142K	–	85
2023 Q4	$142K	Buy	+2,876	New	+$140K	0.14%	67
2022 Q3	$108K	Sell	2,259 -15	-0.7%	-$745	0.12%	64
2022 Q2	$112K	Buy	2,274 +19	+0.8%	+$959	0.13%	59
2022 Q1	$117K	Buy	2,255 +449	+25%	+$24.1K	0.12%	58
2021 Q4	$99K	Buy	+1,806	New	+$103K	0.1%	64

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Life Planning Partners's BNDX Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 2,876 shares — an estimated $142K sold.

Life Planning Partners first reported a position in BNDX in Q4 2021 and held it in 5 quarters. The position peaked at $142K in Q4 2023. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Life Planning Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 2,876 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $142K.
Life Planning Partners first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Vanguard Total International Bond ETF position peaked at $142K in Q4 2023.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.