Source Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Source Financial Advisors’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	$7.88M	Buy	156,633 +2,078	+1%	+$103K	2.33%	9
2024 Q2	$7.52M	Buy	154,555 +42,699	+38%	+$2.08M	2.31%	10
2024 Q1	$5.5M	Buy	111,856 +12,772	+13%	+$624K	1.67%	14
2023 Q4	$4.89M	Buy	99,084 +1,862	+2%	+$90.7K	1.52%	13
2023 Q3	$4.65M	Buy	97,222 +55,022	+130%	+$2.66M	1.57%	15
2023 Q2	$2.06M	Buy	42,200 +2,010	+5%	+$98K	0.68%	30
2023 Q1	$1.97M	Buy	+40,190	New	+$1.95M	0.66%	30

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

Source Financial Advisors's BNDX Position: Q3 2024 in Review

Source Financial Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 1.3% in Q3 2024, buying an estimated $103K and bringing the position to 156,633 shares worth $7.88M. The position accounts for 2.33% of the portfolio, ranked #9.

Source Financial Advisors first reported a position in BNDX in Q1 2023 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

Source Financial Advisors held 156,633 shares of Vanguard Total International Bond ETF worth $7.88M as of Q3 2024.
Source Financial Advisors bought 2,078 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $103K.
Vanguard Total International Bond ETF made up 2.33% of Source Financial Advisors's portfolio in Q3 2024, its #9 holding.
Source Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2023 and has held it in 7 quarters since.
861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.