Ropes Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Ropes Wealth 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
2022 Q3	–	Sell	-7,438	Closed	-$368K	–	260
2022 Q2	$368K	Sell	7,438 -2,204	-23%	-$111K	0.08%	190
2022 Q1	$506K	Buy	9,642 +2,204	+30%	+$118K	0.09%	195
2021 Q4	$410K	Hold	7,438	–	–	0.07%	181
2021 Q3	$424K	Sell	7,438 -407	-5%	-$23.5K	0.07%	190
2021 Q2	$448K	Buy	7,845 +407	+5%	+$23.2K	0.07%	184
2021 Q1	$422K	Sell	7,438 -99	-1%	-$5.71K	0.07%	174
2020 Q4	$441K	Buy	7,537 +99	+1%	+$5.78K	0.07%	167
2020 Q3	$433K	Hold	7,438	–	–	0.08%	149
2020 Q2	$429K	Hold	7,438	–	–	0.09%	145
2020 Q1	$418K	Hold	7,438	–	–	0.11%	133
2019 Q4	$421K	Buy	+7,438	New	+$432K	0.09%	155
2019 Q2	–	Sell	-766	Closed	-$43K	–	557
2019 Q1	$43K	Buy	+766	New	+$42K	0.01%	349
2018 Q3	–	Sell	-2,189	Closed	-$120K	–	536
2018 Q2	$120K	Buy	+2,189	New	+$119K	0.03%	267

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ropes Wealth Advisors's BNDX Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2022, closing a stake of 7,438 shares — an estimated $368K sold.

Ropes Wealth Advisors first reported a position in BNDX in Q2 2018 and held it in 13 quarters. The position peaked at $506K in Q1 2022. 681 funds tracked by Wall St. Rank hold BNDX as of Q3 2022.

Ropes Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q3 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 7,438 Vanguard Total International Bond ETF shares in Q3 2022, an estimated $368K.
Ropes Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q2 2018 and held it in 13 quarters.
Ropes Wealth Advisors's Vanguard Total International Bond ETF position peaked at $506K in Q1 2022.
681 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.