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Summit Asset Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Summit Asset 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
2020
Q4 		– Sell
-4,403
Closed -$256K – 135
2020
Q3 		$256K Hold
4,403
– – 0.11% 107
2020
Q2 		$254K Hold
4,403
– – 0.12% 101
2020
Q1 		$248K Sell
4,403
-2,828
-39% -$162K 0.13% 92
2019
Q4 		$409K Buy
+7,231
New +$420K 0.17% 67

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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Summit Asset Management's BNDX Position: Q4 2020 in Review

Summit Asset Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2020, closing a stake of 4,403 shares — an estimated $256K sold.

Summit Asset Management first reported a position in BNDX in Q4 2019 and held it in 4 quarters. The position peaked at $409K in Q4 2019. 682 funds tracked by Wall St. Rank hold BNDX as of Q4 2020.

  • Summit Asset Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Asset Management sold 4,403 Vanguard Total International Bond ETF shares in Q4 2020, an estimated $256K.
  • Summit Asset Management first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 4 quarters.
  • Summit Asset Management's Vanguard Total International Bond ETF position peaked at $409K in Q4 2019.
  • 682 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2020.

Based on Summit Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.