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Wellesley Investment Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Wellesley Investment Partners’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
2016
Q2 		– Sell
-138,701
Closed -$7.57M – 95
2016
Q1 		$7.57M Buy
138,701
+14,534
+12% +$781K 4.53% 7
2015
Q4 		$6.57M Buy
+124,167
New +$6.58M 4.52% 7

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellesley Investment Partners's BNDX Position: Q2 2016 in Review

Wellesley Investment Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2016, closing a stake of 138,701 shares — an estimated $7.57M sold.

Wellesley Investment Partners first reported a position in BNDX in Q4 2015 and held it in 2 quarters. The position peaked at $7.57M in Q1 2016. 232 funds tracked by Wall St. Rank hold BNDX as of Q2 2016.

  • Wellesley Investment Partners reported no remaining Vanguard Total International Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Wellesley Investment Partners sold 138,701 Vanguard Total International Bond ETF shares in Q2 2016, an estimated $7.57M.
  • Wellesley Investment Partners first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 2 quarters.
  • Wellesley Investment Partners's Vanguard Total International Bond ETF position peaked at $7.57M in Q1 2016.
  • 232 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2016.

Based on Wellesley Investment Partners's 13F filing for Q2 2016, filed 10 Aug 2016.