Means Investment Company’s Vanguard Total International Bond ETF BNDX Stock Holding History

Means Investment Company’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
2025 Q1	–	Sell	-4,653	Closed	-$228K	–	194
2024 Q4	$228K	Sell	4,653 -52	-1%	-$2.6K	0.02%	193
2024 Q3	$237K	Buy	4,705 +25	+0.5%	+$1.24K	0.03%	184
2024 Q2	$228K	Sell	4,680 -730	-13%	-$35.5K	0.03%	184
2024 Q1	$266K	Sell	5,410 -1,224	-18%	-$59.8K	0.03%	171
2023 Q4	$327K	Sell	6,634 -969	-13%	-$47.2K	0.05%	154
2023 Q3	$364K	Sell	7,603 -1,893	-20%	-$91.6K	0.06%	143
2023 Q2	$464K	Sell	9,496 -1,931	-17%	-$94.1K	0.07%	126
2023 Q1	$559K	Sell	11,427 -971	-8%	-$47K	0.1%	113
2022 Q4	$588K	Sell	12,398 -2,236	-15%	-$108K	0.12%	107
2022 Q3	$698K	Buy	14,634 +5,084	+53%	+$253K	0.15%	97
2022 Q2	$473K	Buy	+9,550	New	+$482K	0.1%	117

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Means Investment Company's BNDX Position: Q1 2025 in Review

Means Investment Company sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 4,653 shares — an estimated $228K sold.

Means Investment Company first reported a position in BNDX in Q2 2022 and held it in 11 quarters. The position peaked at $698K in Q3 2022. 928 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

Means Investment Company reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
Means Investment Company sold 4,653 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $228K.
Means Investment Company first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 11 quarters.
Means Investment Company's Vanguard Total International Bond ETF position peaked at $698K in Q3 2022.
928 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.