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Northwest Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Northwest Wealth Management’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
Q3 		– Sell
-5,540
Closed -$270K – 169
2024
Q2 		$270K Buy
+5,540
New +$270K 0.07% 132

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

Northwest Wealth Management's BNDX Position: Q3 2024 in Review

Northwest Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2024, closing a stake of 5,540 shares — an estimated $270K sold.

Northwest Wealth Management first reported a position in BNDX in Q2 2024 and held it in 1 quarter. The position peaked at $270K in Q2 2024. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

  • Northwest Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 5,540 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $270K.
  • Northwest Wealth Management first reported a position in Vanguard Total International Bond ETF in Q2 2024 and held it in 1 quarter.
  • Northwest Wealth Management's Vanguard Total International Bond ETF position peaked at $270K in Q2 2024.
  • 861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Northwest Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.