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Mount Yale Investment Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Mount Yale Investment 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
2024
Q4 		– Sell
-5,320
Closed -$267K – 561
2024
Q3 		$267K Buy
+5,320
New +$264K 0.03% 472

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's BNDX Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 5,320 shares — an estimated $267K sold.

Mount Yale Investment Advisors first reported a position in BNDX in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,320 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $267K.
  • Mount Yale Investment Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2024 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Vanguard Total International Bond ETF position peaked at $267K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.