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LFS
Lutz Financial Services’s
Vanguard Total International Bond ETF
BNDX
Stock Holding History
Lutz Financial 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
2022
Q1
–
Sell
-55,496
Closed
-$3.06M
–
61
2021
Q4
$3.06M
Buy
55,496
+673
+1%
+$38.2K
0.38%
38
2021
Q3
$3.12M
Sell
54,823
-35
-0.1%
-$2.02K
0.41%
39
2021
Q2
$3.13M
Sell
54,858
-928
-2%
-$52.9K
0.42%
38
2021
Q1
$3.19M
Sell
55,786
-78
-0.1%
-$4.5K
0.47%
36
2020
Q4
$3.27M
Buy
55,864
+202
+0.4%
+$11.8K
0.54%
36
2020
Q3
$3.24M
Buy
55,662
+63
+0.1%
+$3.65K
0.62%
36
2020
Q2
$3.21M
Sell
55,599
-1,164
-2%
-$66.5K
0.65%
33
2020
Q1
$3.19M
Sell
56,763
-10,708
-16%
-$612K
0.71%
32
2019
Q4
$3.82M
Buy
67,471
+1,018
+2%
+$59.1K
0.68%
30
2019
Q3
$3.91M
Sell
66,453
-799
-1%
-$46.6K
0.75%
28
2019
Q2
$3.85M
Buy
67,252
+31,392
+88%
+$1.76M
0.75%
27
2019
Q1
$2M
Buy
35,860
+19,537
+120%
+$1.07M
0.41%
35
2018
Q4
$886K
Sell
16,323
-6,256
-28%
-$341K
0.2%
42
2018
Q3
$1.23M
Buy
22,579
+3,033
+16%
+$166K
0.27%
28
2018
Q2
$1.07M
Buy
19,546
+8,698
+80%
+$474K
0.3%
28
2018
Q1
$594K
Buy
10,848
+2,146
+25%
+$116K
0.18%
32
2017
Q4
$473K
Buy
+8,702
New
+$477K
0.14%
38
Other funds holding BNDX
JP Morgan Chase
New York
$1.47T 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
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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