Rockbridge Investment Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Rockbridge Investment Management’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	–	Sell	-1,535	Closed	-$75.8K	–	185
2023 Q4	$75.8K	Buy	+1,535	New	+$74.7K	0.01%	198
2022 Q3	–	Sell	-2,006	Closed	-$99.4K	–	168
2022 Q2	$99.4K	Buy	2,006 +328	+20%	+$16.5K	0.02%	161
2022 Q1	$87.8K	Buy	1,678 +28	+2%	+$1.5K	0.01%	231
2021 Q4	$91K	Buy	1,650 +59	+4%	+$3.35K	0.01%	267
2021 Q3	$91K	Buy	1,591 +25	+2%	+$1.44K	0.02%	244
2021 Q2	$89K	Buy	1,566 +22	+1%	+$1.25K	0.02%	241
2021 Q1	$88K	Buy	1,544 +809	+110%	+$46.7K	0.02%	226
2020 Q4	$43K	Hold	735	–	–	0.01%	303
2020 Q3	$43K	Hold	735	–	–	0.01%	284
2020 Q2	$42K	Buy	+735	New	+$42K	0.01%	248

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

Rockbridge Investment Management's BNDX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 1,535 shares — an estimated $75.8K sold.

Rockbridge Investment Management first reported a position in BNDX in Q2 2020 and held it in 10 quarters. The position peaked at $99.4K in Q2 2022. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Rockbridge Investment Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,535 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $75.8K.
Rockbridge Investment Management first reported a position in Vanguard Total International Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Vanguard Total International Bond ETF position peaked at $99.4K in Q2 2022.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.