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

LifePlan Financial Group’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
2020 Q3	$7.1M	Buy	121,956 +1,184	+1%	+$68.7K	3.06%	5
2020 Q2	$6.97M	Buy	120,772 +1,473	+1%	+$84.2K	3.18%	4
2020 Q1	$6.71M	Buy	119,299 +974	+0.8%	+$55.6K	3.63%	2
2019 Q4	$6.7M	Buy	118,325 +5,019	+4%	+$291K	2.98%	6
2019 Q3	$6.67M	Buy	113,306 +814	+0.7%	+$47.5K	3.14%	4
2019 Q2	$6.45M	Buy	112,492 +20,208	+22%	+$1.14M	3.11%	5
2019 Q1	$5.15M	Buy	92,284 +3,587	+4%	+$197K	2.74%	6
2018 Q4	$4.81M	Buy	88,697 +178	+0.2%	+$9.71K	3%	6
2018 Q3	$4.83M	Buy	88,519 +3,342	+4%	+$183K	2.61%	9
2018 Q2	$4.66M	Buy	85,177 +8,360	+11%	+$456K	2.6%	9
2018 Q1	$4.2M	Buy	76,817 +9,465	+14%	+$513K	2.45%	10
2017 Q4	$3.68M	Hold	67,352	–	–	2.34%	15
2017 Q3	$3.68M	Buy	67,352 +5,013	+8%	+$274K	2.34%	15
2017 Q2	$3.39M	Buy	62,339 +1,564	+3%	+$85.2K	2.32%	12
2017 Q1	$3.29M	Buy	60,775 +10,322	+20%	+$557K	2.28%	11
2016 Q4	$2.74M	Buy	50,453 +7,102	+16%	+$389K	1.93%	14
2016 Q3	$2.43M	Buy	43,351 +7,389	+21%	+$413K	1.67%	25
2016 Q2	$2M	Buy	35,962 +9,048	+34%	+$495K	1.38%	29
2016 Q1	$1.47M	Buy	26,914 +7,785	+41%	+$418K	1.04%	32
2015 Q4	$1.01M	Buy	19,129 +7,688	+67%	+$407K	0.72%	36
2015 Q3	$606K	Buy	11,441 +6,473	+130%	+$341K	0.44%	43
2015 Q2	$260K	Buy	+4,968	New	+$264K	0.17%	82

Other funds holding BNDX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LifePlan Financial Group's BNDX Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Total International Bond ETF (BNDX) stake by 0.98% in Q3 2020, buying an estimated $68.7K and bringing the position to 121,956 shares worth $7.1M. The position accounts for 3.06% of the portfolio, ranked #5.

LifePlan Financial Group first reported a position in BNDX in Q2 2015 and has held it in 22 quarters since. 590 funds tracked by Wall St. Rank hold BNDX as of Q3 2020.

LifePlan Financial Group held 121,956 shares of Vanguard Total International Bond ETF worth $7.1M as of Q3 2020.
LifePlan Financial Group bought 1,184 Vanguard Total International Bond ETF shares in Q3 2020, an estimated $68.7K.
Vanguard Total International Bond ETF made up 3.06% of LifePlan Financial Group's portfolio in Q3 2020, its #5 holding.
LifePlan Financial Group first reported a position in Vanguard Total International Bond ETF in Q2 2015 and has held it in 22 quarters since.
590 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.