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

WMS 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
2025 Q1	–	Sell	-10,424	Closed	-$511K	–	42
2024 Q4	$511K	Sell	10,424 -6,834	-40%	-$342K	0.03%	181
2024 Q3	$868K	Buy	+17,258	New	+$857K	0.05%	124

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMS Partners's BNDX Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 10,424 shares — an estimated $511K sold.

WMS Partners first reported a position in BNDX in Q3 2024 and held it in 2 quarters. The position peaked at $868K in Q3 2024. 927 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

WMS Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 10,424 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $511K.
WMS Partners first reported a position in Vanguard Total International Bond ETF in Q3 2024 and held it in 2 quarters.
WMS Partners's Vanguard Total International Bond ETF position peaked at $868K in Q3 2024.
927 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.