Shufro Rose & Co’s Vanguard Total International Bond ETF BNDX Stock Holding History

Shufro Rose & Co’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 Q4	–	Sell	-18,083	Closed	-$880K	–	302
2024 Q3	$880K	Hold	18,083	–	–	0.07%	122
2024 Q2	$880K	Sell	18,083 -6,423	-26%	-$313K	0.07%	122
2024 Q1	$1.21M	Sell	24,506 -4,520	-16%	-$221K	0.1%	105
2023 Q4	$1.39M	Sell	29,026 -841	-3%	-$40.9K	0.13%	92
2023 Q3	$1.43M	Buy	29,867 +901	+3%	+$43.6K	0.13%	89
2023 Q2	$1.42M	Buy	28,966 +5,650	+24%	+$275K	0.13%	92
2023 Q1	$1.14M	Buy	23,316 +10,173	+77%	+$493K	0.11%	108
2022 Q4	$623K	Buy	13,143 +4,561	+53%	+$220K	0.05%	152
2022 Q3	$410K	Buy	8,582 +4,140	+93%	+$206K	0.04%	183
2022 Q2	$220K	Buy	+4,442	New	+$224K	0.02%	263

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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

Shufro Rose & Co's BNDX Position: Q4 2024 in Review

Shufro Rose & Co sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 18,083 shares — an estimated $880K sold.

Shufro Rose & Co first reported a position in BNDX in Q2 2022 and held it in 10 quarters. The position peaked at $1.43M in Q3 2023. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Shufro Rose & Co reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Shufro Rose & Co sold 18,083 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $880K.
Shufro Rose & Co first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 10 quarters.
Shufro Rose & Co's Vanguard Total International Bond ETF position peaked at $1.43M in Q3 2023.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.