Parasol Investment Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Parasol Investment 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
2017 Q1	$1.8M	Sell	33,250 -3,733	-10%	-$201K	2.95%	14
2016 Q4	$2.01M	Buy	36,983 +112	+0.3%	+$6.14K	2.11%	18
2016 Q3	$2.07M	Sell	36,871 -340	-0.9%	-$19K	2.15%	15
2016 Q2	$2.07M	Sell	37,211 -20,526	-36%	-$1.12M	2.16%	13
2016 Q1	$3.15M	Buy	+57,737	New	+$3.1M	3.07%	12

Other funds holding BNDX

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Parasol Investment Management's BNDX Position: Q1 2017 in Review

Parasol Investment Management reduced its Vanguard Total International Bond ETF (BNDX) stake by 10% in Q1 2017, selling an estimated $201K and leaving 33,250 shares worth $1.8M. The position accounts for 2.95% of the portfolio, ranked #14.

Parasol Investment Management first reported a position in BNDX in Q1 2016 and has held it in 5 quarters since. The position peaked at $3.15M in Q1 2016. 250 funds tracked by Wall St. Rank hold BNDX as of Q1 2017.

Parasol Investment Management held 33,250 shares of Vanguard Total International Bond ETF worth $1.8M as of Q1 2017.
Parasol Investment Management sold 3,733 Vanguard Total International Bond ETF shares in Q1 2017, an estimated $201K.
Vanguard Total International Bond ETF made up 2.95% of Parasol Investment Management's portfolio in Q1 2017, its #14 holding.
Parasol Investment Management first reported a position in Vanguard Total International Bond ETF in Q1 2016 and has held it in 5 quarters since.
Parasol Investment Management's Vanguard Total International Bond ETF position peaked at $3.15M in Q1 2016.
250 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.