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

Transform Wealth’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
2021 Q1	–	Sell	-4,655	Closed	-$273K	–	197
2020 Q4	$273K	Sell	4,655 -1,032	-18%	-$60.3K	0.06%	186
2020 Q3	$331K	Sell	5,687 -250	-4%	-$14.5K	0.05%	169
2020 Q2	$343K	Sell	5,937 -358	-6%	-$20.5K	0.06%	173
2020 Q1	$354K	Buy	6,295 +1,610	+34%	+$92K	0.08%	162
2019 Q4	$265K	Sell	4,685 -300	-6%	-$17.4K	0.04%	199
2019 Q3	$293K	Sell	4,985 -6,439	-56%	-$376K	0.05%	181
2019 Q2	$654K	Buy	+11,424	New	+$642K	0.1%	160
2018 Q2	–	Sell	-5,110	Closed	-$280K	–	218
2018 Q1	$280K	Sell	5,110 -5,800	-53%	-$314K	0.05%	206
2017 Q4	$593K	Hold	10,910	–	–	0.11%	177
2017 Q3	$596K	Buy	+10,910	New	+$595K	0.21%	137
2017 Q2	–	Sell	-24,900	Closed	-$1.35M	–	66
2017 Q1	$1.35M	Hold	24,900	–	–	0.5%	58
2016 Q4	$1.35M	Hold	24,900	–	–	0.54%	55
2016 Q3	$1.4M	Hold	24,900	–	–	0.6%	51
2016 Q2	$1.39M	Buy	+24,900	New	+$1.36M	0.58%	58

Other funds holding BNDX

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transform Wealth's BNDX Position: Q1 2021 in Review

Transform Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2021, closing a stake of 4,655 shares — an estimated $273K sold.

Transform Wealth first reported a position in BNDX in Q2 2016 and held it in 14 quarters. The position peaked at $1.4M in Q3 2016. 669 funds tracked by Wall St. Rank hold BNDX as of Q1 2021.

Transform Wealth reported no remaining Vanguard Total International Bond ETF position as of Q1 2021 after selling out during the quarter.
Transform Wealth sold 4,655 Vanguard Total International Bond ETF shares in Q1 2021, an estimated $273K.
Transform Wealth first reported a position in Vanguard Total International Bond ETF in Q2 2016 and held it in 14 quarters.
Transform Wealth's Vanguard Total International Bond ETF position peaked at $1.4M in Q3 2016.
669 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2021.

Based on Transform Wealth's 13F filing for Q1 2021, filed 22 Apr 2021.