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

Willingdon Wealth Management’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
2018
Q1 		– Sell
-185
Closed -$10K – 339
2017
Q4 		$10K Buy
185
+22
+13% +$1.21K ﹤0.01% 242
2017
Q3 		$9K Buy
+163
New +$8.89K ﹤0.01% 225

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Willingdon Wealth Management's BNDX Position: Q1 2018 in Review

Willingdon Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2018, closing a stake of 185 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in BNDX in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 377 funds tracked by Wall St. Rank hold BNDX as of Q1 2018.

  • Willingdon Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 185 Vanguard Total International Bond ETF shares in Q1 2018, an estimated $10K.
  • Willingdon Wealth Management first reported a position in Vanguard Total International Bond ETF in Q3 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's Vanguard Total International Bond ETF position peaked at $10K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.