Accel Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Accel Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-152	Closed	-$11.7K	–	241
2023 Q1	$11.7K	Sell	152 -561	-79%	-$42.5K	﹤0.01%	846
2022 Q4	$53K	Buy	713 +88	+14%	+$6.52K	0.03%	352
2022 Q3	$47K	Hold	625	–	–	0.03%	381
2022 Q2	$49K	Buy	625 +476	+319%	+$37.3K	0.03%	351
2022 Q1	$12K	Buy	149 +1	+0.7%	+$84	0.01%	674
2021 Q4	$13K	Buy	148 +108	+270%	+$9.58K	0.01%	651
2021 Q3	$4K	Sell	40 -145	-78%	-$13.1K	﹤0.01%	757
2021 Q2	$17K	Sell	185 -86	-32%	-$7.68K	0.01%	582
2021 Q1	$24K	Buy	271 +45	+20%	+$4.09K	0.02%	455
2020 Q4	$21K	Buy	+226	New	+$21K	0.02%	473

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accel Wealth Management's BIV Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 152 shares — an estimated $11.7K sold.

Accel Wealth Management first reported a position in BIV in Q4 2020 and held it in 10 quarters. The position peaked at $53K in Q4 2022. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 152 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $11.7K.
Accel Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $53K in Q4 2022.
725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.