Secure Asset Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Secure Asset 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 Q3	–	Sell	-6,143	Closed	-$299K	–	308
2024 Q2	$299K	Buy	+6,143	New	+$299K	0.06%	229
2022 Q2	–	Sell	-8,206	Closed	-$430K	–	169
2022 Q1	$430K	Sell	8,206 -210	-2%	-$11.3K	0.19%	102
2021 Q4	$464K	Buy	+8,416	New	+$478K	0.19%	92
2021 Q1	–	Sell	-8,374	Closed	-$490K	–	179
2020 Q4	$490K	Buy	8,374 +205	+3%	+$12K	0.29%	72
2020 Q3	$475K	Buy	+8,169	New	+$474K	0.33%	71
2020 Q2	–	Sell	-19,179	Closed	-$1.08M	–	152
2020 Q1	$1.08M	Buy	19,179 +279	+1%	+$15.9K	1.16%	22
2019 Q4	$1.07M	Buy	+18,900	New	+$1.1M	0.75%	33

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Secure Asset Management's BNDX Position: Q3 2024 in Review

Secure Asset Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2024, closing a stake of 6,143 shares — an estimated $299K sold.

Secure Asset Management first reported a position in BNDX in Q4 2019 and held it in 7 quarters. The position peaked at $1.08M in Q1 2020. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

Secure Asset Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2024 after selling out during the quarter.
Secure Asset Management sold 6,143 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $299K.
Secure Asset Management first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 7 quarters.
Secure Asset Management's Vanguard Total International Bond ETF position peaked at $1.08M in Q1 2020.
861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Secure Asset Management's 13F filing for Q3 2024, filed 16 Oct 2024.