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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apex Wealth Management's BND Position: Q1 2026 in Review

Apex Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 3.8% in Q1 2026, selling an estimated $277K and leaving 95,422 shares worth $7.03M. The position accounts for 4.82% of the portfolio, ranked #7.

Apex Wealth Management first reported a position in BND in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.76M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Apex Wealth Management held 95,422 shares of Vanguard Total Bond Market worth $7.03M as of Q1 2026.
  • Apex Wealth Management sold 3,733 Vanguard Total Bond Market shares in Q1 2026, an estimated $277K.
  • Vanguard Total Bond Market made up 4.82% of Apex Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Apex Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • Apex Wealth Management's Vanguard Total Bond Market position peaked at $7.76M in Q2 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.