Peterson Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Peterson Financial Group’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
2024 Q3	$1.14K	Buy	+23	New	+$1.14K	﹤0.01%	390
2022 Q4	–	Sell	-5,788	Closed	-$276K	–	76
2022 Q3	$276K	Buy	+5,788	New	+$288K	0.27%	65

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 $424B AUM 22.94% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Peterson Financial Group's BNDX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Total International Bond ETF (BNDX) in Q3 2024: 23 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in BNDX as recently as Q3 2022.

Peterson Financial Group first reported a position in BNDX in Q3 2022 and has held it in 2 quarters since. The position peaked at $276K in Q3 2022. 862 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

Peterson Financial Group held 23 shares of Vanguard Total International Bond ETF worth $1.14K as of Q3 2024.
Vanguard Total International Bond ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Total International Bond ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #390 holding.
Peterson Financial Group first reported a position in Vanguard Total International Bond ETF in Q3 2022 and has held it in 2 quarters since.
Peterson Financial Group's Vanguard Total International Bond ETF position peaked at $276K in Q3 2022.
862 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.