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

TCI 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
2023 Q2	–	Sell	-2,914	Closed	-$143K	–	474
2023 Q1	$143K	Buy	+2,914	New	+$141K	0.02%	226
2022 Q3	–	Sell	-465	Closed	-$23K	–	2265
2022 Q2	$23K	Hold	465	–	–	﹤0.01%	592
2022 Q1	$24K	Buy	+465	New	+$25K	﹤0.01%	610
2020 Q1	–	Sell	-140	Closed	-$8K	–	1490
2019 Q4	$8K	Hold	140	–	–	﹤0.01%	742
2019 Q3	$8K	Sell	140 -537	-79%	-$31.3K	﹤0.01%	683
2019 Q2	$39K	Sell	677 -23	-3%	-$1.29K	0.02%	356
2019 Q1	$39K	Sell	700 -1,693	-71%	-$92.9K	0.02%	383
2018 Q4	$130K	Buy	2,393 +562	+31%	+$30.7K	0.06%	180
2018 Q3	$100K	Buy	1,831 +1,134	+163%	+$62K	0.04%	237
2018 Q2	$38K	Buy	697 +17	+3%	+$927	0.02%	366
2018 Q1	$37K	Buy	680 +3	+0.4%	+$163	0.02%	370
2017 Q4	$37K	Hold	677	–	–	0.02%	385
2017 Q3	$37K	Buy	677 +492	+266%	+$26.8K	0.02%	352
2017 Q2	$10K	Buy	185 +45	+32%	+$2.45K	0.01%	586
2017 Q1	$8K	Hold	140	–	–	﹤0.01%	611
2016 Q4	$8K	Hold	140	–	–	﹤0.01%	666
2016 Q3	$8K	Hold	140	–	–	﹤0.01%	627
2016 Q2	$8K	Hold	140	–	–	﹤0.01%	612
2016 Q1	$8K	Buy	+140	New	+$7.52K	﹤0.01%	624

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TCI Wealth Advisors's BNDX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 2,914 shares — an estimated $143K sold.

TCI Wealth Advisors first reported a position in BNDX in Q1 2016 and held it in 19 quarters. The position peaked at $143K in Q1 2023. 742 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,914 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $143K.
TCI Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's Vanguard Total International Bond ETF position peaked at $143K in Q1 2023.
742 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.