WP
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WealthShield Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

WealthShield Partners’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Buy
165
+135
+450% +$9.3K ﹤0.01% 532
2025
Q4 		$2.06K Hold
30
– – ﹤0.01% 549
2025
Q3 		$2.09K Hold
30
– – ﹤0.01% 551
2025
Q2 		$2.08K Hold
30
– – ﹤0.01% 543
2025
Q1 		$2.06K Hold
30
– – ﹤0.01% 524
2024
Q4 		$2.05K Hold
30
– – ﹤0.01% 482
2024
Q3 		$2.12K Hold
30
– – ﹤0.01% 479
2024
Q2 		$2.04K Hold
30
– – ﹤0.01% 457
2024
Q1 		$2.06K Hold
30
– – ﹤0.01% 464
2023
Q4 		$2.08K Hold
30
– – ﹤0.01% 463
2023
Q3 		$1.99K Buy
+30
New +$2.02K ﹤0.01% 469

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $363M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $268M AUM 16.92% 1-Year Est. Return