MPS Loria Financial Planners’s Vanguard Total International Bond ETF BNDX Stock Holding History

MPS Loria Financial Planners’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
2021 Q1	–	Sell	-4,339	Closed	-$254K	–	573
2020 Q4	$254K	Sell	4,339 -71	-2%	-$4.15K	0.11%	67
2020 Q3	$257K	Buy	4,410 +178	+4%	+$10.3K	0.13%	56
2020 Q2	$244K	Sell	4,232 -1,773	-30%	-$101K	0.13%	60
2020 Q1	$337K	Sell	6,005 -783	-12%	-$44.7K	0.26%	36
2019 Q4	$384K	Buy	6,788 +50	+0.7%	+$2.9K	0.23%	40
2019 Q3	$396K	Sell	6,738 -441	-6%	-$25.7K	0.26%	36
2019 Q2	$411K	Buy	+7,179	New	+$403K	0.26%	36

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MPS Loria Financial Planners's BNDX Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2021, closing a stake of 4,339 shares — an estimated $254K sold.

MPS Loria Financial Planners first reported a position in BNDX in Q2 2019 and held it in 7 quarters. The position peaked at $411K in Q2 2019. 668 funds tracked by Wall St. Rank hold BNDX as of Q1 2021.

MPS Loria Financial Planners reported no remaining Vanguard Total International Bond ETF position as of Q1 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 4,339 Vanguard Total International Bond ETF shares in Q1 2021, an estimated $254K.
MPS Loria Financial Planners first reported a position in Vanguard Total International Bond ETF in Q2 2019 and held it in 7 quarters.
MPS Loria Financial Planners's Vanguard Total International Bond ETF position peaked at $411K in Q2 2019.
668 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.