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

Tobias Financial 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 Q3	–	Sell	-4,743	Closed	-$232K	–	91
2023 Q2	$232K	Buy	+4,743	New	+$231K	0.06%	85
2020 Q1	–	Sell	-639	Closed	-$36K	–	81
2019 Q4	$36K	Buy	+639	New	+$37.1K	0.02%	109

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

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tobias Financial Advisors's BNDX Position: Q3 2023 in Review

Tobias Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 4,743 shares — an estimated $232K sold.

Tobias Financial Advisors first reported a position in BNDX in Q4 2019 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

Tobias Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
Tobias Financial Advisors sold 4,743 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $232K.
Tobias Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 2 quarters.
Tobias Financial Advisors's Vanguard Total International Bond ETF position peaked at $232K in Q2 2023.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Tobias Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.