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

Soundmark 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
2021
Q4 		– Sell
-5,233
Closed -$298K – 62
2021
Q3 		$298K Buy
+5,233
New +$302K 0.11% 58
2021
Q2 		– Sell
-4,817
Closed -$275K – 68
2021
Q1 		$275K Buy
+4,817
New +$278K 0.15% 53

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Soundmark Wealth Management's BNDX Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2021, closing a stake of 5,233 shares — an estimated $298K sold.

Soundmark Wealth Management first reported a position in BNDX in Q1 2021 and held it in 2 quarters. The position peaked at $298K in Q3 2021. 752 funds tracked by Wall St. Rank hold BNDX as of Q4 2021.

  • Soundmark Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 5,233 Vanguard Total International Bond ETF shares in Q4 2021, an estimated $298K.
  • Soundmark Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2021 and held it in 2 quarters.
  • Soundmark Wealth Management's Vanguard Total International Bond ETF position peaked at $298K in Q3 2021.
  • 752 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.