OLIO Financial Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

OLIO Financial Planning’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 Q1	–	Sell	-4,341	Closed	-$206K	–	43
2022 Q4	$206K	Buy	+4,341	New	+$209K	0.11%	41
2022 Q3	–	Sell	-6,515	Closed	-$323K	–	44
2022 Q2	$323K	Sell	6,515 -2,389	-27%	-$121K	0.18%	37
2022 Q1	$467K	Sell	8,904 -4,356	-33%	-$234K	0.27%	31
2021 Q4	$731K	Buy	+13,260	New	+$753K	0.43%	22

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

OLIO Financial Planning's BNDX Position: Q1 2023 in Review

OLIO Financial Planning sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 4,341 shares — an estimated $206K sold.

OLIO Financial Planning first reported a position in BNDX in Q4 2021 and held it in 4 quarters. The position peaked at $731K in Q4 2021. 731 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

OLIO Financial Planning reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
OLIO Financial Planning sold 4,341 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $206K.
OLIO Financial Planning first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 4 quarters.
OLIO Financial Planning's Vanguard Total International Bond ETF position peaked at $731K in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on OLIO Financial Planning's 13F filing for Q1 2023, filed 11 Apr 2023.