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Apriem Advisors’s Vanguard Total Bond Market BND Stock Holding History

Apriem Advisors’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 		$68.9M Sell
935,329
-98,142
-9% -$7.28M 6.57% 2
2025
Q4 		$76.5M Buy
1,033,471
+19,551
+2% +$1.46M 7.03% 2
2025
Q3 		$75.4M Buy
1,013,920
+202,155
+25% +$14.9M 7.13% 2
2025
Q2 		$59.8M Buy
811,765
+27,046
+3% +$1.97M 6.35% 2
2025
Q1 		$57.6M Buy
784,719
+25,174
+3% +$1.83M 6.75% 2
2024
Q4 		$54.6M Buy
759,545
+15,801
+2% +$1.16M 6.26% 3
2024
Q3 		$55.9M Buy
743,744
+7,373
+1% +$546K 6.52% 2
2024
Q2 		$53.1M Buy
736,371
+6,410
+0.9% +$459K 6.5% 2
2024
Q1 		$53M Buy
729,961
+14,682
+2% +$1.07M 6.66% 2
2023
Q4 		$52.6M Buy
715,279
+21,479
+3% +$1.52M 7.03% 2
2023
Q3 		$48.4M Buy
+693,800
New +$49.5M 7.09% 2
2018
Q1 		– Sell
-9,210
Closed -$751K – 135
2017
Q4 		$751K Sell
9,210
-1,300
-12% -$106K 0.19% 55
2017
Q3 		$861K Sell
10,510
-8,943
-46% -$734K 0.21% 56
2017
Q2 		$1.59M Sell
19,453
-2,557
-12% -$209K 0.42% 49
2017
Q1 		$1.78M Sell
22,010
-3,404
-13% -$275K 0.48% 43
2016
Q4 		$2.05M Sell
25,414
-4,320
-15% -$354K 0.61% 38
2016
Q3 		$2.5M Sell
29,734
-286
-1% -$24.1K 0.75% 38
2016
Q2 		$2.53M Sell
30,020
-1,835
-6% -$152K 0.82% 32
2016
Q1 		$2.64M Buy
31,855
+775
+2% +$63.4K 1.04% 28
2015
Q4 		$2.51M Sell
31,080
-975
-3% -$79.3K 0.89% 36
2015
Q3 		$2.63M Buy
32,055
+108
+0.3% +$8.8K 0.97% 31
2015
Q2 		$2.6M Buy
31,947
+2,188
+7% +$180K 0.89% 37
2015
Q1 		$2.48M Sell
29,759
-700
-2% -$58.2K 0.86% 41
2014
Q4 		$2.51M Buy
30,459
+262
+0.9% +$21.6K 0.92% 37
2014
Q3 		$2.47M Buy
30,197
+2,000
+7% +$164K 0.95% 39
2014
Q2 		$2.32M Sell
28,197
-450
-2% -$36.8K 0.89% 40
2014
Q1 		$2.33M Sell
28,647
-1,016
-3% -$82.3K 0.88% 38
2013
Q4 		$2.37M Sell
29,663
-4,474
-13% -$361K 0.93% 40
2013
Q3 		$2.76M Sell
34,137
-5,850
-15% -$471K 1.2% 33
2013
Q2 		$3.23M Buy
+39,987
New +$3.32M 1.58% 21

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

Apriem Advisors's BND Position: Q1 2026 in Review

Apriem Advisors reduced its Vanguard Total Bond Market (BND) stake by 9.5% in Q1 2026, selling an estimated $7.28M and leaving 935,329 shares worth $68.9M. The position accounts for 6.57% of the portfolio, ranked #2.

Apriem Advisors first reported a position in BND in Q2 2013 and has held it in 30 quarters since. The position peaked at $76.5M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Apriem Advisors held 935,329 shares of Vanguard Total Bond Market worth $68.9M as of Q1 2026.
  • Apriem Advisors sold 98,142 Vanguard Total Bond Market shares in Q1 2026, an estimated $7.28M.
  • Vanguard Total Bond Market made up 6.57% of Apriem Advisors's portfolio in Q1 2026, its #2 holding.
  • Apriem Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 30 quarters since.
  • Apriem Advisors's Vanguard Total Bond Market position peaked at $76.5M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.