Peak Financial Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Peak Financial 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 Q4	–	Sell	-4,016	Closed	-$219K	–	55
2018 Q3	$219K	Sell	4,016 -103,459	-96%	-$5.66M	0.1%	49
2018 Q2	$5.88M	Sell	107,475 -5,924	-5%	-$323K	2.72%	18
2018 Q1	$6.21M	Sell	113,399 -37,320	-25%	-$2.02M	2.95%	16
2017 Q4	$8.2M	Sell	150,719 -65,930	-30%	-$3.62M	3.11%	14
2017 Q3	$11.8M	Sell	216,649 -12,727	-6%	-$694K	4.56%	7
2017 Q2	$12.5M	Sell	229,376 -2,616	-1%	-$143K	4.88%	9
2017 Q1	$12.6M	Buy	231,992 +650	+0.3%	+$35K	5.07%	9
2016 Q4	$12.6M	Buy	231,342 +659	+0.3%	+$36.1K	5.47%	9
2016 Q3	$12.9M	Buy	230,683 +1,533	+0.7%	+$85.7K	5.59%	9
2016 Q2	$12.8M	Buy	+229,150	New	+$12.5M	5.69%	9
2015 Q4	$12.6M	Buy	+238,029	New	+$12.6M	5.76%	8

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Peak Financial Management's BNDX Position: Q4 2018 in Review

Peak Financial Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2018, closing a stake of 4,016 shares — an estimated $219K sold.

Peak Financial Management first reported a position in BNDX in Q4 2015 and held it in 11 quarters. The position peaked at $12.9M in Q3 2016. 448 funds tracked by Wall St. Rank hold BNDX as of Q4 2018.

Peak Financial Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2018 after selling out during the quarter.
Peak Financial Management sold 4,016 Vanguard Total International Bond ETF shares in Q4 2018, an estimated $219K.
Peak Financial Management first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 11 quarters.
Peak Financial Management's Vanguard Total International Bond ETF position peaked at $12.9M in Q3 2016.
448 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2018.

Based on Peak Financial Management's 13F filing for Q4 2018, filed 30 Jan 2019.