Secure Asset Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Secure Asset Management’s Portfolio BNDW Stock Details BNDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,392	Closed	-$993K	–	168
2022 Q1	$993K	Buy	13,392 +547	+4%	+$41.6K	0.45%	40
2021 Q4	$1.01M	Buy	12,845 +4,097	+47%	+$326K	0.41%	43
2021 Q3	$699K	Buy	8,748 +1,101	+14%	+$88.9K	0.35%	48
2021 Q2	$613K	Sell	7,647 -223	-3%	-$17.8K	0.31%	56
2021 Q1	$627K	Sell	7,870 -5,214	-40%	-$421K	0.35%	59
2020 Q4	$1.07M	Buy	13,084 +2,096	+19%	+$172K	0.63%	34
2020 Q3	$899K	Buy	10,988 +2,380	+28%	+$195K	0.62%	37
2020 Q2	$702K	Buy	+8,608	New	+$695K	0.5%	54

Other funds holding BNDW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

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

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

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

Secure Asset Management's BNDW Position: Q2 2022 in Review

Secure Asset Management sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 13,392 shares — an estimated $993K sold.

Secure Asset Management first reported a position in BNDW in Q2 2020 and held it in 8 quarters. The position peaked at $1.07M in Q4 2020. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

Secure Asset Management reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 13,392 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $993K.
Secure Asset Management first reported a position in Vanguard Total World Bond ETF in Q2 2020 and held it in 8 quarters.
Secure Asset Management's Vanguard Total World Bond ETF position peaked at $1.07M in Q4 2020.
86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.