Selective Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Selective Wealth 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
2023 Q3	–	Sell	-4,395	Closed	-$212K	–	90
2023 Q2	$212K	Buy	+4,395	New	+$214K	0.11%	111
2022 Q4	$357K	Sell	7,333 -6,754	-48%	-$325K	0.19%	72
2022 Q3	$672K	Sell	14,087 -1,992	-12%	-$99K	0.29%	51
2022 Q2	$797K	Buy	16,079 +3,109	+24%	+$157K	0.28%	52
2022 Q1	$680K	Buy	12,970 +10,323	+390%	+$554K	0.25%	49
2021 Q4	$146K	Sell	2,647 -550	-17%	-$31.3K	0.06%	155
2021 Q3	$182K	Buy	3,197 +290	+10%	+$16.7K	0.1%	117
2021 Q2	$166K	Buy	2,907 +1,069	+58%	+$60.9K	0.13%	84
2021 Q1	$105K	Buy	1,838 +2	+0.1%	+$115	0.1%	79
2020 Q4	$108K	Sell	1,836 -20	-1%	-$1.17K	0.07%	74
2020 Q3	$108K	Sell	1,856 -705	-28%	-$40.9K	0.08%	72
2020 Q2	$148K	Buy	2,561 +736	+40%	+$42.1K	0.12%	59
2020 Q1	$102K	Buy	1,825 +2	+0.1%	+$114	0.16%	43
2019 Q4	$104K	Sell	1,823 -299	-14%	-$17.4K	0.13%	47
2019 Q3	$125K	Sell	2,122 -4,475	-68%	-$261K	0.17%	47
2019 Q2	$378K	Buy	+6,597	New	+$371K	0.61%	22

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

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's BNDX Position: Q3 2023 in Review

Selective Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 4,395 shares — an estimated $212K sold.

Selective Wealth Management first reported a position in BNDX in Q2 2019 and held it in 16 quarters. The position peaked at $797K in Q2 2022. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

Selective Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 4,395 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $212K.
Selective Wealth Management first reported a position in Vanguard Total International Bond ETF in Q2 2019 and held it in 16 quarters.
Selective Wealth Management's Vanguard Total International Bond ETF position peaked at $797K in Q2 2022.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.