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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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lutz Financial Services's BNDX Position: Q1 2022 in Review

Lutz Financial Services sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2022, closing a stake of 55,496 shares — an estimated $3.06M sold.

Lutz Financial Services first reported a position in BNDX in Q4 2017 and held it in 17 quarters. The position peaked at $3.91M in Q3 2019. 728 funds tracked by Wall St. Rank hold BNDX as of Q1 2022.

  • Lutz Financial Services reported no remaining Vanguard Total International Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lutz Financial Services sold 55,496 Vanguard Total International Bond ETF shares in Q1 2022, an estimated $3.06M.
  • Lutz Financial Services first reported a position in Vanguard Total International Bond ETF in Q4 2017 and held it in 17 quarters.
  • Lutz Financial Services's Vanguard Total International Bond ETF position peaked at $3.91M in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2022.

Based on Lutz Financial Services's 13F filing for Q1 2022, filed 25 Apr 2022.