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Polaris Wealth Advisory Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Polaris Wealth Advisory 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
2019
Q4 		– Sell
-732,903
Closed -$43M – 158
2019
Q3 		$43M Buy
732,903
+6,240
+0.9% +$364K 3.51% 2
2019
Q2 		$41.6M Sell
726,663
-5,858
-0.8% -$329K 3.16% 2
2019
Q1 		$40.7M Sell
732,521
-24,570
-3% -$1.35M 3.06% 1
2018
Q4 		$41.1M Sell
757,091
-11,693
-2% -$638K 3.86% 1
2018
Q3 		$41.9M Buy
768,784
+425,066
+124% +$23.3M 2.89% 1
2018
Q2 		$18.8M Sell
343,718
-2,047
-0.6% -$112K 1.59% 30
2018
Q1 		$18.9M Buy
345,765
+10,988
+3% +$596K 1.54% 30
2017
Q4 		$18.2M Sell
334,777
-108,574
-24% -$5.96M 1.49% 32
2017
Q3 		$24.2M Sell
443,351
-167,163
-27% -$9.12M 2.13% 9
2017
Q2 		$33.2M Buy
610,514
+12,613
+2% +$687K 3.78% 2
2017
Q1 		$32.4M Sell
597,901
-4,681
-0.8% -$252K 3.53% 1
2016
Q4 		$32.7M Sell
602,582
-24,600
-4% -$1.35M 3.79% 1
2016
Q3 		$35.1M Buy
627,182
+14,797
+2% +$827K 4.2% 1
2016
Q2 		$34.1M Buy
612,385
+69,444
+13% +$3.8M 5.3% 1
2016
Q1 		$29.6M Buy
542,941
+45,099
+9% +$2.42M 4.63% 2
2015
Q4 		$26.3M Buy
497,842
+17,560
+4% +$931K 4.25% 2
2015
Q3 		$25.4M Buy
480,282
+7,799
+2% +$411K 5.2% 1
2015
Q2 		$24.7M Buy
472,483
+4,991
+1% +$265K 4.92% 4
2015
Q1 		$25.3M Buy
467,492
+48,662
+12% +$2.62M 4.6% 4
2014
Q4 		$22.2M Buy
+418,830
New +$22M 4.57% 6

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Polaris Wealth Advisory Group's BNDX Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2019, closing a stake of 732,903 shares — an estimated $43M sold.

Polaris Wealth Advisory Group first reported a position in BNDX in Q4 2014 and held it in 20 quarters. The position peaked at $43M in Q3 2019. 555 funds tracked by Wall St. Rank hold BNDX as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Total International Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 732,903 Vanguard Total International Bond ETF shares in Q4 2019, an estimated $43M.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Total International Bond ETF in Q4 2014 and held it in 20 quarters.
  • Polaris Wealth Advisory Group's Vanguard Total International Bond ETF position peaked at $43M in Q3 2019.
  • 555 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.