Apex Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Apex Wealth Management’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
2026 Q3	–	Sell	-92,063	Closed	-$6.76M	–	62
2026 Q2	$6.76M	Sell	92,063 -3,359	-4%	-$246K	4.13%	7
2026 Q1	$7.03M	Sell	95,422 -3,733	-4%	-$277K	4.82%	7
2025 Q4	$7.36M	Buy	99,155 +2,900	+3%	+$216K	7.47%	2
2025 Q3	$7.16M	Sell	96,255 -9,186	-9%	-$676K	5.12%	5
2025 Q2	$7.76M	Buy	+105,441	New	+$7.67M	6.23%	4

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Apex Wealth Management's BND Position: Q3 2026 in Review

Apex Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2026, closing a stake of 92,063 shares — an estimated $6.76M sold.

Apex Wealth Management first reported a position in BND in Q2 2025 and held it in 5 quarters. The position peaked at $7.76M in Q2 2025. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Apex Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2026 after selling out during the quarter.
Apex Wealth Management sold 92,063 Vanguard Total Bond Market shares in Q3 2026, an estimated $6.76M.
Apex Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and held it in 5 quarters.
Apex Wealth Management's Vanguard Total Bond Market position peaked at $7.76M in Q2 2025.
1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.