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

LifeSteps Financial’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 Q2	–	Sell	-124	Closed	-$6.1K	–	122
2024 Q1	$6.1K	Buy	+124	New	+$6.06K	﹤0.01%	331
2022 Q3	–	Sell	-4,053	Closed	-$201K	–	74
2022 Q2	$201K	Buy	+4,053	New	+$204K	0.21%	74
2021 Q4	–	Sell	-3,521	Closed	-$201K	–	80
2021 Q3	$201K	Sell	3,521 -677	-16%	-$39K	0.15%	81
2021 Q2	$240K	Sell	4,198 -48	-1%	-$2.74K	0.18%	78
2021 Q1	$243K	Hold	4,246	–	–	0.2%	78
2020 Q4	$249K	Sell	4,246 -609	-13%	-$35.6K	0.23%	74
2020 Q3	$282K	Sell	4,855 -458	-9%	-$26.6K	0.3%	59
2020 Q2	$307K	Sell	5,313 -767	-13%	-$43.8K	0.35%	51
2020 Q1	$342K	Sell	6,080 -208	-3%	-$11.9K	0.39%	50
2019 Q4	$356K	Buy	+6,288	New	+$365K	0.34%	57

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 $18.1B AUM 15% 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

LifeSteps Financial's BNDX Position: Q2 2024 in Review

LifeSteps Financial sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 124 shares — an estimated $6.1K sold.

LifeSteps Financial first reported a position in BNDX in Q4 2019 and held it in 10 quarters. The position peaked at $356K in Q4 2019. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

LifeSteps Financial reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 124 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $6.1K.
LifeSteps Financial first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 10 quarters.
LifeSteps Financial's Vanguard Total International Bond ETF position peaked at $356K in Q4 2019.
829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.