Wintrust Investments’s Vanguard Total International Bond ETF BNDX Stock Holding History

Wintrust Investments’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
2024 Q4	–	Sell	-500	Closed	-$25K	–	429
2024 Q3	$25K	Sell	500 -4,500	-90%	-$223K	0.02%	438
2024 Q2	$243K	Sell	5,000 -4,023	-45%	-$196K	0.02%	416
2024 Q1	$444K	Sell	9,023 -929	-9%	-$45.4K	0.04%	303
2023 Q4	$491K	Buy	+9,952	New	+$485K	0.05%	272
2020 Q1	–	Sell	-6,627	Closed	-$375K	–	334
2019 Q4	$375K	Hold	6,627	–	–	0.05%	254
2019 Q3	$390K	Buy	+6,627	New	+$387K	0.06%	238
2018 Q1	–	Sell	-12,509	Closed	-$680K	–	259
2017 Q4	$680K	Buy	12,509 +29	+0.2%	+$1.59K	0.16%	136
2017 Q3	$681K	Hold	12,480	–	–	0.17%	124
2017 Q2	$678K	Hold	12,480	–	–	0.18%	127
2017 Q1	$676K	Buy	+12,480	New	+$673K	0.19%	123

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's BNDX Position: Q4 2024 in Review

Wintrust Investments sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 500 shares — an estimated $25K sold.

Wintrust Investments first reported a position in BNDX in Q1 2017 and held it in 10 quarters. The position peaked at $681K in Q3 2017. 933 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Wintrust Investments reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 500 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $25K.
Wintrust Investments first reported a position in Vanguard Total International Bond ETF in Q1 2017 and held it in 10 quarters.
Wintrust Investments's Vanguard Total International Bond ETF position peaked at $681K in Q3 2017.
933 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.