Question 1

How many shares of BNDX does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 4M shares of BNDX (VANGUARD CHARLOTTE FDS).

Question 2

What is &PARTNERS's BNDX position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's BNDX position is worth $190.6M.

Question 3

Is &PARTNERS buying or selling BNDX?

Accepted Answer

In 2026-Q1, &PARTNERS increased their BNDX position (+16.1% change in shares).

Question 4

When did &PARTNERS first buy BNDX?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in BNDX in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	4M	+16.1%	$190.6M	0.9%	$48.83	50
2025-Q4	Increased	3.4M	+19.1%	$165.1M	0.9%	$48.27	51
2025-Q3	Increased	2.9M	+21.2%	$142.2M	0.9%	$48.06	51
2025-Q2	Increased	2.4M	+42.7%	$117.4M	0.9%	$47.76	57
2025-Q1	Increased	1.7M	+58.9%	$81.3M	0.9%	$46.83	60
2024-Q4	Increased	1M	+263.4%	$51.6M	0.6%	$46.88	67
2024-Q3	Increased	286,731	+207.6%	$14.5M	0.3%	$46.81	54
2024-Q2	Increased	93,228	+213.3%	$4.6M	0.2%	$45.02	52

BNDXShowing 8 of 10 quarters

BNDX
Showing 8 of 10 quarters