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

Uptown 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
2026
Q2 		$1.44M Sell
29,794
-154
-0.5% -$7.41K 0.95% 23
2026
Q1 		$1.44M Buy
29,948
+2,710
+10% +$131K 1.14% 21
2025
Q4 		$1.32M Buy
27,238
+4,434
+19% +$219K 0.94% 23
2025
Q3 		$1.13M Sell
22,804
-246
-1% -$12.1K 0.93% 23
2025
Q2 		$1.14M Buy
23,050
+513
+2% +$25.2K 0.98% 24
2025
Q1 		$1.1M Buy
22,537
+942
+4% +$46.1K 1.12% 21
2024
Q4 		$1.06M Buy
+21,595
New +$1.08M 1.14% 20

Other funds holding BNDX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Uptown Financial Advisors's BNDX Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard Total International Bond ETF (BNDX) stake by 0.51% in Q2 2026, selling an estimated $7.41K and leaving 29,794 shares worth $1.44M. The position accounts for 0.95% of the portfolio, ranked #23.

Uptown Financial Advisors first reported a position in BNDX in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Uptown Financial Advisors held 29,794 shares of Vanguard Total International Bond ETF worth $1.44M as of Q2 2026.
  • Uptown Financial Advisors sold 154 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $7.41K.
  • Vanguard Total International Bond ETF made up 0.95% of Uptown Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Uptown Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.