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Swisher Financial Concepts’s Vanguard Total International Bond ETF BNDX Stock Holding History

Swisher Financial Concepts’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
Q3 		– Sell
-10,726
Closed -$520K – 88
2024
Q2 		$520K Buy
10,726
+974
+10% +$47.4K 0.53% 32
2024
Q1 		$475K Buy
9,752
+1,106
+13% +$54K 0.41% 38
2023
Q4 		$422K Buy
+8,646
New +$421K 0.41% 40

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Swisher Financial Concepts's BNDX Position: Q3 2024 in Review

Swisher Financial Concepts sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2024, closing a stake of 10,726 shares — an estimated $520K sold.

Swisher Financial Concepts first reported a position in BNDX in Q4 2023 and held it in 3 quarters. The position peaked at $520K in Q2 2024. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

  • Swisher Financial Concepts reported no remaining Vanguard Total International Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 10,726 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $520K.
  • Swisher Financial Concepts first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 3 quarters.
  • Swisher Financial Concepts's Vanguard Total International Bond ETF position peaked at $520K in Q2 2024.
  • 861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Swisher Financial Concepts's 13F filing for Q3 2024, filed 5 Nov 2024.