Annex Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Annex Advisory Services’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,856	Closed	-$284K	–	317
2025 Q2	$284K	Buy	+3,856	New	+$280K	0.01%	261
2024 Q3	–	Sell	-4,963	Closed	-$358K	–	289
2024 Q2	$358K	Buy	+4,963	New	+$355K	0.01%	211
2024 Q1	–	Sell	-46,915	Closed	-$3.45M	–	286
2023 Q4	$3.45M	Buy	+46,915	New	+$3.31M	0.14%	93
2022 Q1	–	Sell	-2,733	Closed	-$232K	–	251
2021 Q4	$232K	Buy	+2,733	New	+$233K	0.02%	223
2016 Q2	–	Sell	-3,583	Closed	-$297K	–	117
2016 Q1	$297K	Buy	+3,583	New	+$293K	0.08%	88
2015 Q1	–	Sell	-3,904	Closed	-$322K	–	118
2014 Q4	$322K	Buy	+3,904	New	+$322K	0.1%	62
2013 Q4	–	Sell	-2,593	Closed	-$210K	–	94
2013 Q3	$210K	Sell	2,593 -13,880	-84%	-$1.12M	0.1%	89
2013 Q2	$1.33M	Buy	+16,473	New	+$1.37M	0.74%	29

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Annex Advisory Services's BND Position: Q3 2025 in Review

Annex Advisory Services sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 3,856 shares — an estimated $284K sold.

Annex Advisory Services first reported a position in BND in Q2 2013 and held it in 8 quarters. The position peaked at $3.45M in Q4 2023. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Annex Advisory Services reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
Annex Advisory Services sold 3,856 Vanguard Total Bond Market shares in Q3 2025, an estimated $284K.
Annex Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 8 quarters.
Annex Advisory Services's Vanguard Total Bond Market position peaked at $3.45M in Q4 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.