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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Apex Wealth Management's BND Position: Q2 2026 in Review

Apex Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.5% in Q2 2026, selling an estimated $246K and leaving 92,063 shares worth $6.76M. The position accounts for 4.13% of the portfolio, ranked #7.

Apex Wealth Management first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.76M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Apex Wealth Management held 92,063 shares of Vanguard Total Bond Market worth $6.76M as of Q2 2026.
Apex Wealth Management sold 3,359 Vanguard Total Bond Market shares in Q2 2026, an estimated $246K.
Vanguard Total Bond Market made up 4.13% of Apex Wealth Management's portfolio in Q2 2026, its #7 holding.
Apex Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
Apex Wealth Management's Vanguard Total Bond Market position peaked at $7.76M in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.