Reilly Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Reilly Financial Advisors’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 Q4	$222K	Buy	4,030 +644	+19%	+$36.6K	0.02%	205
2021 Q3	$193K	Buy	3,386 +245	+8%	+$14.1K	0.02%	203
2021 Q2	$179K	Hold	3,141	–	–	0.01%	219
2021 Q1	$179K	Hold	3,141	–	–	0.02%	206
2020 Q4	$184K	Hold	3,141	–	–	0.02%	196
2020 Q3	$183K	Buy	3,141 +1,965	+167%	+$114K	0.02%	183
2020 Q2	$68K	Buy	1,176 +38	+3%	+$2.17K	0.01%	269
2020 Q1	$64K	Hold	1,138	–	–	0.01%	255
2019 Q4	$64K	Sell	1,138 -487	-30%	-$28.3K	0.01%	301
2019 Q3	$96K	Buy	1,625 +1,616	+17,956%	+$94.3K	0.01%	255
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	893
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	916
2018 Q4	$0	Hold	9	–	–	﹤0.01%	939
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1006
2018 Q2	$0	Hold	9	–	–	﹤0.01%	990
2018 Q1	$0	Hold	9	–	–	﹤0.01%	972
2017 Q4	$0	Hold	9	–	–	﹤0.01%	970
2017 Q3	$0	Hold	9	–	–	﹤0.01%	996
2017 Q2	$0	Buy	+9	New	+$491	﹤0.01%	942

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Reilly Financial Advisors's BNDX Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 19% in Q4 2021, buying an estimated $36.6K and bringing the position to 4,030 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #205.

Reilly Financial Advisors first reported a position in BNDX in Q2 2017 and has held it in 19 quarters since. 753 funds tracked by Wall St. Rank hold BNDX as of Q4 2021.

Reilly Financial Advisors held 4,030 shares of Vanguard Total International Bond ETF worth $222K as of Q4 2021.
Reilly Financial Advisors bought 644 Vanguard Total International Bond ETF shares in Q4 2021, an estimated $36.6K.
Vanguard Total International Bond ETF made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #205 holding.
Reilly Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q2 2017 and has held it in 19 quarters since.
753 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.