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Lucia Wealth Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lucia Wealth Services’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 		– Sell
-1,689
Closed -$98K – 178
2020
Q2 		$98K Buy
1,689
+139
+9% +$7.94K 0.03% 139
2020
Q1 		$87K Buy
1,550
+130
+9% +$7.43K 0.03% 151
2019
Q4 		$80K Buy
+1,420
New +$82.5K 0.02% 140

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Lucia Wealth Services's BNDX Position: Q3 2020 in Review

Lucia Wealth Services sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2020, closing a stake of 1,689 shares — an estimated $98K sold.

Lucia Wealth Services first reported a position in BNDX in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q2 2020. 590 funds tracked by Wall St. Rank hold BNDX as of Q3 2020.

  • Lucia Wealth Services reported no remaining Vanguard Total International Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 1,689 Vanguard Total International Bond ETF shares in Q3 2020, an estimated $98K.
  • Lucia Wealth Services first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 3 quarters.
  • Lucia Wealth Services's Vanguard Total International Bond ETF position peaked at $98K in Q2 2020.
  • 590 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.