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Planned Solutions’s Vanguard Total International Bond ETF BNDX Stock Holding History

Planned Solutions’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
Q4 		– Sell
-718
Closed -$36.1K – 177
2024
Q3 		$36.1K Buy
+718
New +$35.6K 0.01% 339
2024
Q1 		– Sell
-718
Closed -$35.4K – 150
2023
Q4 		$35.4K Buy
+718
New +$35K 0.02% 320
2021
Q1 		– Sell
-105
Closed -$6K – 103
2020
Q4 		$6K Buy
+105
New +$6.13K ﹤0.01% 361

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions's BNDX Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 718 shares — an estimated $36.1K sold.

Planned Solutions first reported a position in BNDX in Q4 2020 and held it in 3 quarters. The position peaked at $36.1K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 718 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $36.1K.
  • Planned Solutions first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Vanguard Total International Bond ETF position peaked at $36.1K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.