Strategic Financial Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Strategic Financial Partners’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
2022 Q1	–	Sell	-6,281	Closed	-$347K	–	70
2021 Q4	$347K	Sell	6,281 -7,072	-53%	-$402K	0.17%	51
2021 Q3	$761K	Sell	13,353 -3,167	-19%	-$183K	0.41%	35
2021 Q2	$943K	Sell	16,520 -3,853	-19%	-$220K	0.52%	25
2021 Q1	$1.16M	Buy	20,373 +939	+5%	+$54.2K	0.69%	20
2020 Q4	$1.14M	Buy	19,434 +1,679	+9%	+$98K	0.74%	21
2020 Q3	$1.03M	Buy	+17,755	New	+$1.03M	0.81%	20

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Financial Partners's BNDX Position: Q1 2022 in Review

Strategic Financial Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2022, closing a stake of 6,281 shares — an estimated $347K sold.

Strategic Financial Partners first reported a position in BNDX in Q3 2020 and held it in 6 quarters. The position peaked at $1.16M in Q1 2021. 728 funds tracked by Wall St. Rank hold BNDX as of Q1 2022.

Strategic Financial Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2022 after selling out during the quarter.
Strategic Financial Partners sold 6,281 Vanguard Total International Bond ETF shares in Q1 2022, an estimated $347K.
Strategic Financial Partners first reported a position in Vanguard Total International Bond ETF in Q3 2020 and held it in 6 quarters.
Strategic Financial Partners's Vanguard Total International Bond ETF position peaked at $1.16M in Q1 2021.
728 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2022.

Based on Strategic Financial Partners's 13F filing for Q1 2022, filed 10 Jul 2024.