Tortoise Investment Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Tortoise Investment Management’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
2025 Q1	–	Sell	-356	Closed	-$17.5K	–	834
2024 Q4	$17.5K	Buy	+356	New	+$17.8K	﹤0.01%	568
2022 Q3	–	Sell	-74	Closed	-$4K	–	749
2022 Q2	$4K	Buy	74 +1	+1%	+$50	﹤0.01%	606
2022 Q1	$4K	Buy	73 +3	+4%	+$161	﹤0.01%	583
2021 Q4	$4K	Buy	70 +7	+11%	+$398	﹤0.01%	554
2021 Q3	$4K	Buy	63 +1	+2%	+$58	﹤0.01%	538
2021 Q2	$4K	Buy	62 +7	+13%	+$399	﹤0.01%	531
2021 Q1	$3K	Buy	55 +14	+34%	+$808	﹤0.01%	527
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	506
2020 Q3	$2K	Buy	41 +5	+14%	+$290	﹤0.01%	480
2020 Q2	$2K	Buy	36 +1	+3%	+$57	﹤0.01%	455
2020 Q1	$2K	Buy	35 +1	+3%	+$57	﹤0.01%	477
2019 Q4	$2K	Buy	34 +6	+21%	+$348	﹤0.01%	524
2019 Q3	$2K	Buy	28 +2	+8%	+$117	﹤0.01%	526
2019 Q2	$1K	Buy	26 +3	+13%	+$169	﹤0.01%	590
2019 Q1	$1K	Buy	23 +4	+21%	+$220	﹤0.01%	583
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	521
2018 Q3	$1K	Buy	19 +3	+19%	+$164	﹤0.01%	525
2018 Q2	$1K	Buy	16 +3	+23%	+$164	﹤0.01%	538
2018 Q1	$1K	Buy	13 +2	+18%	+$108	﹤0.01%	517
2017 Q4	$1K	Buy	11 +3	+38%	+$165	﹤0.01%	537
2017 Q3	$0	Buy	8 +3	+60%	+$164	﹤0.01%	490
2017 Q2	$0	Buy	5 +1	+25%	+$55	﹤0.01%	492
2017 Q1	$0	Buy	+4	New	+$216	﹤0.01%	482

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Tortoise Investment Management's BNDX Position: Q1 2025 in Review

Tortoise Investment Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 356 shares — an estimated $17.5K sold.

Tortoise Investment Management first reported a position in BNDX in Q1 2017 and held it in 23 quarters. The position peaked at $17.5K in Q4 2024. 930 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

Tortoise Investment Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 356 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $17.5K.
Tortoise Investment Management first reported a position in Vanguard Total International Bond ETF in Q1 2017 and held it in 23 quarters.
Tortoise Investment Management's Vanguard Total International Bond ETF position peaked at $17.5K in Q4 2024.
930 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.