Axis Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Axis Wealth Partners’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	$488K	Buy	6,627 +57	+0.9%	+$4.23K	0.26%	103
2025 Q4	$487K	Sell	6,570 -28	-0.4%	-$2.08K	0.27%	106
2025 Q3	$491K	Buy	6,598 +603	+10%	+$44.4K	0.29%	100
2025 Q2	$441K	Sell	5,995 -6	-0.1%	-$436	0.29%	96
2025 Q1	$441K	Sell	6,001 -502	-8%	-$36.4K	0.33%	88
2024 Q4	$468K	Buy	+6,503	New	+$475K	0.39%	77

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axis Wealth Partners's BND Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 0.87% in Q1 2026, buying an estimated $4.23K and bringing the position to 6,627 shares worth $488K. The position accounts for 0.26% of the portfolio, ranked #103.

Axis Wealth Partners first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Axis Wealth Partners held 6,627 shares of Vanguard Total Bond Market worth $488K as of Q1 2026.
Axis Wealth Partners bought 57 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.23K.
Vanguard Total Bond Market made up 0.26% of Axis Wealth Partners's portfolio in Q1 2026, its #103 holding.
Axis Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's Vanguard Total Bond Market position peaked at $491K in Q3 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.