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

Sugarloaf 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
2024 Q4	$103K	Sell	2,109 -1,436	-41%	-$71.8K	0.02%	229
2024 Q3	$178K	Buy	3,545 +922	+35%	+$45.8K	0.03%	184
2024 Q2	$128K	Buy	2,623 +742	+39%	+$36.1K	0.03%	207
2024 Q1	$92.5K	Buy	1,881 +782	+71%	+$38.2K	0.02%	233
2023 Q4	$54.3K	Buy	+1,099	New	+$53.5K	0.01%	280

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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

Sugarloaf Wealth Management's BNDX Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard Total International Bond ETF (BNDX) stake by 41% in Q4 2024, selling an estimated $71.8K and leaving 2,109 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #229.

Sugarloaf Wealth Management first reported a position in BNDX in Q4 2023 and has held it in 5 quarters since. The position peaked at $178K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Sugarloaf Wealth Management held 2,109 shares of Vanguard Total International Bond ETF worth $103K as of Q4 2024.
Sugarloaf Wealth Management sold 1,436 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $71.8K.
Vanguard Total International Bond ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #229 holding.
Sugarloaf Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2023 and has held it in 5 quarters since.
Sugarloaf Wealth Management's Vanguard Total International Bond ETF position peaked at $178K in Q3 2024.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.