McAdam LLC’s Vanguard Total International Bond ETF BNDX Stock Holding History

McAdam LLC’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 Q1	–	Sell	-4,034	Closed	-$223K	–	262
2022 Q4	$223K	Buy	+4,034	New	+$194K	0.02%	171
2022 Q2	–	Sell	-4,011	Closed	-$210K	–	223
2022 Q1	$210K	Sell	4,011 -23	-0.6%	-$1.24K	0.02%	199
2021 Q4	$223K	Buy	4,034 +24	+0.6%	+$1.36K	0.02%	171
2021 Q3	$228K	Buy	4,010 +33	+0.8%	+$1.9K	0.03%	157
2021 Q2	$230K	Buy	+3,977	New	+$227K	0.03%	157
2018 Q4	–	Sell	-203	Closed	-$11K	–	124
2018 Q3	$11K	Hold	203	–	–	﹤0.01%	323
2018 Q2	$11K	Sell	203 -366	-64%	-$20K	﹤0.01%	312
2018 Q1	$31K	Buy	+569	New	+$30.8K	0.01%	197

Other funds holding BNDX

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return