Accel Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$7.66K	–	246
2023 Q1	$7.66K	Hold	100	–	–	﹤0.01%	951
2022 Q4	$7.24K	Buy	100 +52	+108%	+$3.76K	﹤0.01%	768
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	863
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	827
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	822
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	808
2021 Q3	$5K	Hold	48	–	–	﹤0.01%	733
2021 Q2	$5K	Hold	48	–	–	﹤0.01%	788
2021 Q1	$5K	Hold	48	–	–	﹤0.01%	748
2020 Q4	$5K	Buy	+48	New	+$5.34K	﹤0.01%	704

Other funds holding BLV

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Accel Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2023, closing a stake of 100 shares — an estimated $7.66K sold.

Accel Wealth Management first reported a position in BLV in Q4 2020 and held it in 10 quarters. The position peaked at $7.66K in Q1 2023. 306 funds tracked by Wall St. Rank hold BLV as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 100 Vanguard Long-Term Bond ETF shares in Q2 2023, an estimated $7.66K.
Accel Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Long-Term Bond ETF position peaked at $7.66K in Q1 2023.
306 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2023.

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