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

Signify Wealth’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 Q1	–	Sell	-8,048	Closed	-$397K	–	25
2023 Q4	$397K	Sell	8,048 -14,108	-64%	-$687K	0.6%	26
2023 Q3	$1.06M	Sell	22,156 -54,431	-71%	-$2.63M	1.43%	25
2023 Q2	$3.74M	Sell	76,587 -4,144	-5%	-$202K	3.23%	12
2023 Q1	$3.95M	Sell	80,731 -883	-1%	-$42.8K	3.49%	10
2022 Q4	$3.87M	Sell	81,614 -6,112	-7%	-$294K	3.39%	8
2022 Q3	$4.19M	Buy	+87,726	New	+$4.36M	4.45%	7

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signify Wealth's BNDX Position: Q1 2024 in Review

Signify Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 8,048 shares — an estimated $397K sold.

Signify Wealth first reported a position in BNDX in Q3 2022 and held it in 6 quarters. The position peaked at $4.19M in Q3 2022. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Signify Wealth reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Signify Wealth sold 8,048 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $397K.
Signify Wealth first reported a position in Vanguard Total International Bond ETF in Q3 2022 and held it in 6 quarters.
Signify Wealth's Vanguard Total International Bond ETF position peaked at $4.19M in Q3 2022.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Signify Wealth's 13F filing for Q1 2024, filed 25 Apr 2024.