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

Yellowstone 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
2017 Q4	$904K	Buy	16,620 +720	+5%	+$39.5K	0.51%	49
2017 Q3	$868K	Buy	+15,900	New	+$868K	0.45%	54
2016 Q3	$958K	Buy	17,094 +5,163	+43%	+$289K	0.35%	76
2016 Q2	$665K	Buy	11,931 +3,057	+34%	+$167K	0.29%	86
2016 Q1	$484K	Buy	8,874 +4,418	+99%	+$237K	0.21%	103
2015 Q4	$236K	Buy	+4,456	New	+$236K	0.11%	157

Other funds holding BNDX

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Yellowstone Partners's BNDX Position: Q4 2017 in Review

Yellowstone Partners increased its Vanguard Total International Bond ETF (BNDX) stake by 4.5% in Q4 2017, buying an estimated $39.5K and bringing the position to 16,620 shares worth $904K. The position accounts for 0.51% of the portfolio, ranked #49.

Yellowstone Partners first reported a position in BNDX in Q4 2015 and has held it in 6 quarters since. The position peaked at $958K in Q3 2016. 359 funds tracked by Wall St. Rank hold BNDX as of Q4 2017.

Yellowstone Partners held 16,620 shares of Vanguard Total International Bond ETF worth $904K as of Q4 2017.
Yellowstone Partners bought 720 Vanguard Total International Bond ETF shares in Q4 2017, an estimated $39.5K.
Vanguard Total International Bond ETF made up 0.51% of Yellowstone Partners's portfolio in Q4 2017, its #49 holding.
Yellowstone Partners first reported a position in Vanguard Total International Bond ETF in Q4 2015 and has held it in 6 quarters since.
Yellowstone Partners's Vanguard Total International Bond ETF position peaked at $958K in Q3 2016.
359 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.