Steward Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Steward Financial Group’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	$495K	Buy	+10,359	New	+$501K	0.16%	35
2022 Q3	–	Sell	-69	Closed	-$3K	–	235
2022 Q2	$3K	Buy	+69	New	+$3.48K	﹤0.01%	421

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

Steward Financial Group's BNDX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vanguard Total International Bond ETF (BNDX) in Q3 2023: 10,359 shares worth $495K. The stake represents 0.16% of the portfolio and ranks #35 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BNDX as recently as Q2 2022.

Steward Financial Group first reported a position in BNDX in Q2 2022 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

Steward Financial Group held 10,359 shares of Vanguard Total International Bond ETF worth $495K as of Q3 2023.
Vanguard Total International Bond ETF was a new Steward Financial Group position in Q3 2023.
Vanguard Total International Bond ETF made up 0.16% of Steward Financial Group's portfolio in Q3 2023, its #35 holding.
Steward Financial Group first reported a position in Vanguard Total International Bond ETF in Q2 2022 and has held it in 2 quarters since.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.