SWMG LLC’s Vanguard Total International Bond ETF BNDX Stock Holding History

SWMG LLC’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	-4,152	Closed	-$202K	–	120
2024 Q2	$202K	Buy	+4,152	New	+$202K	0.09%	95
2024 Q1	–	Sell	-4,111	Closed	-$203K	–	98
2023 Q4	$203K	Buy	+4,111	New	+$200K	0.1%	97

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWMG LLC's BNDX Position: Q3 2024 in Review

SWMG LLC sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2024, closing a stake of 4,152 shares — an estimated $202K sold.

SWMG LLC first reported a position in BNDX in Q4 2023 and held it in 2 quarters. The position peaked at $203K in Q4 2023. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

SWMG LLC reported no remaining Vanguard Total International Bond ETF position as of Q3 2024 after selling out during the quarter.
SWMG LLC sold 4,152 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $202K.
SWMG LLC first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 2 quarters.
SWMG LLC's Vanguard Total International Bond ETF position peaked at $203K in Q4 2023.
861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on SWMG LLC's 13F filing for Q3 2024, filed 14 Nov 2024.