Trademark Financial Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Trademark Financial 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	-5,039	Closed	-$247K	–	88
2024 Q4	$247K	Sell	5,039 -347	-6%	-$17.4K	0.2%	82
2024 Q3	$271K	Sell	5,386 -4,431	-45%	-$220K	0.21%	76
2024 Q2	$478K	Sell	9,817 -4,600	-32%	-$224K	0.39%	58
2024 Q1	$709K	Sell	14,417 -11,915	-45%	-$582K	0.59%	39
2023 Q4	$1.3M	Buy	+26,332	New	+$1.28M	0.95%	23

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Trademark Financial Management's BNDX Position: Q1 2025 in Review

Trademark Financial Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 5,039 shares — an estimated $247K sold.

Trademark Financial Management first reported a position in BNDX in Q4 2023 and held it in 5 quarters. The position peaked at $1.3M in Q4 2023. 927 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

Trademark Financial Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
Trademark Financial Management sold 5,039 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $247K.
Trademark Financial Management first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 5 quarters.
Trademark Financial Management's Vanguard Total International Bond ETF position peaked at $1.3M in Q4 2023.
927 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Trademark Financial Management's 13F filing for Q1 2025, filed 25 Apr 2025.