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

Apollon 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 		$1.9M Sell
25,759
-1,119
-4% -$83K 0.03% 407
2025
Q4 		$1.99M Buy
26,878
+302
+1% +$22.5K 0.03% 369
2025
Q3 		$1.98M Buy
26,576
+677
+3% +$49.9K 0.04% 383
2025
Q2 		$1.91M Sell
25,899
-4,800
-16% -$349K 0.04% 367
2025
Q1 		$2.25M Sell
30,699
-6,080
-17% -$441K 0.05% 305
2024
Q4 		$2.64M Buy
36,779
+1,648
+5% +$120K 0.06% 285
2024
Q3 		$2.64M Sell
35,131
-11,204
-24% -$829K 0.07% 244
2024
Q2 		$3.34M Sell
46,335
-5,946
-11% -$426K 0.1% 184
2024
Q1 		$3.8M Sell
52,281
-487,909
-90% -$35.4M 0.12% 154
2023
Q4 		$39.7M Buy
540,190
+149,535
+38% +$10.6M 1.37% 14
2023
Q3 		$27.3M Buy
390,655
+51,031
+15% +$3.64M 1.37% 11
2023
Q2 		$24.7M Buy
339,624
+23,553
+7% +$1.73M 1.19% 9
2023
Q1 		$23.3M Buy
316,071
+65,842
+26% +$4.82M 1.43% 9
2022
Q4 		$18M Buy
250,229
+17,517
+8% +$1.25M 1.28% 7
2022
Q3 		$16.6M Sell
232,712
-148
-0.1% -$11.1K 1.37% 7
2022
Q2 		$17.5M Sell
232,860
-37,563
-14% -$2.86M 1.46% 8
2022
Q1 		$21.5M Buy
270,423
+15,389
+6% +$1.26M 1.53% 8
2021
Q4 		$21.6M Buy
255,034
+28,323
+12% +$2.41M 1.61% 7
2021
Q3 		$19.4M Buy
226,711
+9,141
+4% +$789K 2.65% 5
2021
Q2 		$18.7M Sell
217,570
-21,220
-9% -$1.81M 3.34% 3
2021
Q1 		$20.2M Buy
238,790
+24,094
+11% +$2.08M 3.91% 3
2020
Q4 		$18.9M Buy
214,696
+17,166
+9% +$1.51M 5.13% 3
2020
Q3 		$17.4M Buy
197,530
+13,655
+7% +$1.21M 7.82% 2
2020
Q2 		$16.2M Buy
183,875
+10,807
+6% +$945K 8.97% 2
2020
Q1 		$14.8M Buy
+173,068
New +$14.7M 15.16% 2

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

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

Apollon Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 4.2% in Q1 2026, selling an estimated $83K and leaving 25,759 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #407.

Apollon Wealth Management first reported a position in BND in Q1 2020 and has held it in 25 quarters since. The position peaked at $39.7M in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Apollon Wealth Management held 25,759 shares of Vanguard Total Bond Market worth $1.9M as of Q1 2026.
  • Apollon Wealth Management sold 1,119 Vanguard Total Bond Market shares in Q1 2026, an estimated $83K.
  • Vanguard Total Bond Market made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Apollon Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 25 quarters since.
  • Apollon Wealth Management's Vanguard Total Bond Market position peaked at $39.7M in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.