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

Oak Point 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
2018
Q1 		– Sell
-31,534
Closed -$1.72M – 206
2017
Q4 		$1.72M Buy
+31,534
New +$1.73M 1.7% 16

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Point Wealth Management's BNDX Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2018, closing a stake of 31,534 shares — an estimated $1.72M sold.

Oak Point Wealth Management first reported a position in BNDX in Q4 2017 and held it in 1 quarter. The position peaked at $1.72M in Q4 2017. 378 funds tracked by Wall St. Rank hold BNDX as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 31,534 Vanguard Total International Bond ETF shares in Q1 2018, an estimated $1.72M.
  • Oak Point Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Vanguard Total International Bond ETF position peaked at $1.72M in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.