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

Summit Financial Wealth 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
2018
Q4 		– Sell
-5,848
Closed -$317K – 128
2018
Q3 		$317K Buy
5,848
+712
+14% +$39K 0.09% 102
2018
Q2 		$281K Hold
5,136
– – 0.09% 111
2018
Q1 		$281K Buy
5,136
+771
+18% +$41.8K 0.09% 115
2017
Q4 		$237K Buy
+4,365
New +$239K 0.08% 123

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Summit Financial Wealth Advisors's BNDX Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2018, closing a stake of 5,848 shares — an estimated $317K sold.

Summit Financial Wealth Advisors first reported a position in BNDX in Q4 2017 and held it in 4 quarters. The position peaked at $317K in Q3 2018. 448 funds tracked by Wall St. Rank hold BNDX as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,848 Vanguard Total International Bond ETF shares in Q4 2018, an estimated $317K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2017 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Vanguard Total International Bond ETF position peaked at $317K in Q3 2018.
  • 448 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.