SWRP
BNDX icon

Summit Wealth & Retirement Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Summit Wealth & Retirement Planning’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
Q3 		– Sell
-15,304
Closed -$758K – 109
2022
Q2 		$758K Buy
15,304
+62
+0.4% +$3.13K 0.29% 46
2022
Q1 		$799K Buy
+15,242
New +$818K 0.28% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Summit Wealth & Retirement Planning's BNDX Position: Q3 2022 in Review

Summit Wealth & Retirement Planning sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2022, closing a stake of 15,304 shares — an estimated $758K sold.

Summit Wealth & Retirement Planning first reported a position in BNDX in Q1 2022 and held it in 2 quarters. The position peaked at $799K in Q1 2022. 681 funds tracked by Wall St. Rank hold BNDX as of Q3 2022.

  • Summit Wealth & Retirement Planning reported no remaining Vanguard Total International Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 15,304 Vanguard Total International Bond ETF shares in Q3 2022, an estimated $758K.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Total International Bond ETF in Q1 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Vanguard Total International Bond ETF position peaked at $799K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2022, filed 14 Nov 2022.