Mills Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Mills Wealth Advisors’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	-6,558	Closed	-$314K	–	53
2023 Q3	$314K	Sell	6,558 -324	-5%	-$15.7K	0.25%	36
2023 Q2	$336K	Sell	6,882 -233	-3%	-$11.4K	0.26%	35
2023 Q1	$348K	Sell	7,115 -203	-3%	-$9.83K	0.28%	36
2022 Q4	$347K	Buy	+7,318	New	+$352K	0.31%	44

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 $20.9B AUM 19.34% 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

Mills Wealth Advisors's BNDX Position: Q4 2023 in Review

Mills Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 6,558 shares — an estimated $314K sold.

Mills Wealth Advisors first reported a position in BNDX in Q4 2022 and held it in 4 quarters. The position peaked at $348K in Q1 2023. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

Mills Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
Mills Wealth Advisors sold 6,558 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $314K.
Mills Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 4 quarters.
Mills Wealth Advisors's Vanguard Total International Bond ETF position peaked at $348K in Q1 2023.
833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Mills Wealth Advisors's 13F filing for Q4 2023, filed 3 Jul 2024.