AWM
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return