Personal Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-3,147	Closed	-$180K	–	115
2021 Q2	$180K	Buy	+3,147	New	+$179K	0.07%	84
2020 Q2	–	Sell	-6,074	Closed	-$342K	–	64
2020 Q1	$342K	Sell	6,074 -1,527	-20%	-$87.2K	0.21%	45
2019 Q4	$430K	Hold	7,601	–	–	0.19%	42
2019 Q3	$447K	Buy	+7,601	New	+$443K	0.21%	41

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's BNDX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2021, closing a stake of 3,147 shares — an estimated $180K sold.

Personal Wealth Partners first reported a position in BNDX in Q3 2019 and held it in 4 quarters. The position peaked at $447K in Q3 2019. 669 funds tracked by Wall St. Rank hold BNDX as of Q3 2021.

Personal Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 3,147 Vanguard Total International Bond ETF shares in Q3 2021, an estimated $180K.
Personal Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q3 2019 and held it in 4 quarters.
Personal Wealth Partners's Vanguard Total International Bond ETF position peaked at $447K in Q3 2019.
669 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.