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

Retirement 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 Q1	$98	Buy	+2	New	+$98	﹤0.01%	809
2021 Q4	–	Sell	-710	Closed	-$40K	–	709
2021 Q3	$40K	Sell	710 -179	-20%	-$10.3K	0.02%	241
2021 Q2	$51K	Buy	889 +319	+56%	+$18.2K	0.02%	235
2021 Q1	$33K	Hold	570	–	–	0.02%	322
2020 Q4	$33K	Sell	570 -250	-30%	-$14.6K	0.02%	302
2020 Q3	$48K	Sell	820 -1,000	-55%	-$58K	0.03%	246
2020 Q2	$105K	Buy	+1,820	New	+$104K	0.07%	159
2019 Q4	$100K	Buy	+1,773	New	+$103K	0.07%	164

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 $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Retirement Group's BNDX Position: Q1 2024 in Review

Retirement Group opened a new position in Vanguard Total International Bond ETF (BNDX) in Q1 2024: 2 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Retirement Group previously reported a position in BNDX as recently as Q3 2021.

Retirement Group first reported a position in BNDX in Q4 2019 and has held it in 8 quarters since. The position peaked at $105K in Q2 2020. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Retirement Group held 2 shares of Vanguard Total International Bond ETF worth $98 as of Q1 2024.
Vanguard Total International Bond ETF was a new Retirement Group position in Q1 2024.
Vanguard Total International Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #809 holding.
Retirement Group first reported a position in Vanguard Total International Bond ETF in Q4 2019 and has held it in 8 quarters since.
Retirement Group's Vanguard Total International Bond ETF position peaked at $105K in Q2 2020.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.