TRUADVICE’s Vanguard Total International Bond ETF BNDX Stock Holding History

TRUADVICE’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	$245K	Sell	5,079 -1,270	-20%	-$61.5K	0.1%	201
2023 Q2	$308K	Buy	6,349 +127	+2%	+$6.19K	0.11%	177
2023 Q1	$305K	Buy	6,222 +1,718	+38%	+$83.2K	0.12%	169
2022 Q4	$219K	Sell	4,504 -248	-5%	-$11.9K	0.12%	150
2022 Q3	$228K	Sell	4,752 -181	-4%	-$8.99K	0.13%	134
2022 Q2	$253K	Buy	4,933 +453	+10%	+$22.9K	0.13%	129
2022 Q1	$227K	Buy	4,480 +116	+3%	+$6.23K	0.13%	125
2021 Q4	$233K	Buy	+4,364	New	+$248K	0.22%	106
2021 Q3	–	Sell	-42,001	Closed	-$2.43M	–	139
2021 Q2	$2.43M	Buy	42,001 +26,292	+167%	+$1.5M	0.53%	48
2021 Q1	$894K	Buy	15,709 +666	+4%	+$38.4K	0.26%	82
2020 Q4	$877K	Buy	15,043 +1,591	+12%	+$92.9K	0.27%	94
2020 Q3	$781K	Buy	+13,452	New	+$780K	0.32%	75

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 $20.9B AUM 19.34% 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

TRUADVICE's BNDX Position: Q3 2023 in Review

TRUADVICE reduced its Vanguard Total International Bond ETF (BNDX) stake by 20% in Q3 2023, selling an estimated $61.5K and leaving 5,079 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #201.

TRUADVICE first reported a position in BNDX in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2021. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

TRUADVICE held 5,079 shares of Vanguard Total International Bond ETF worth $245K as of Q3 2023.
TRUADVICE sold 1,270 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $61.5K.
Vanguard Total International Bond ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #201 holding.
TRUADVICE first reported a position in Vanguard Total International Bond ETF in Q3 2020 and has held it in 12 quarters since.
TRUADVICE's Vanguard Total International Bond ETF position peaked at $2.43M in Q2 2021.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.