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

Madrona 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
2023 Q4	–	Sell	-87,620	Closed	-$4.19M	–	87
2023 Q3	$4.19M	Buy	87,620 +63,631	+265%	+$3.08M	1.91%	13
2023 Q2	$1.17M	Buy	+23,989	New	+$1.17M	0.57%	31
2020 Q4	–	Sell	-92,565	Closed	-$5.39M	–	55
2020 Q3	$5.39M	Buy	92,565 +3,475	+4%	+$202K	3.38%	8
2020 Q2	$5.14M	Buy	89,090 +4,366	+5%	+$249K	3.55%	7
2020 Q1	$4.77M	Buy	84,724 +99	+0.1%	+$5.66K	3.96%	7
2019 Q4	$4.79M	Sell	84,625 -464	-0.5%	-$26.9K	3.48%	10
2019 Q3	$5.01M	Buy	85,089 +347	+0.4%	+$20.2K	3.68%	10
2019 Q2	$4.86M	Buy	84,742 +79,577	+1,541%	+$4.47M	4.51%	8
2019 Q1	$288K	Buy	+5,165	New	+$283K	0.32%	35

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Madrona Financial Services's BNDX Position: Q4 2023 in Review

Madrona Financial Services sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 87,620 shares — an estimated $4.19M sold.

Madrona Financial Services first reported a position in BNDX in Q1 2019 and held it in 9 quarters. The position peaked at $5.39M in Q3 2020. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

Madrona Financial Services reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
Madrona Financial Services sold 87,620 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $4.19M.
Madrona Financial Services first reported a position in Vanguard Total International Bond ETF in Q1 2019 and held it in 9 quarters.
Madrona Financial Services's Vanguard Total International Bond ETF position peaked at $5.39M in Q3 2020.
833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Madrona Financial Services's 13F filing for Q4 2023, filed 25 Jan 2024.