Accel Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-680	Closed	-$50.2K	–	247
2023 Q1	$50.2K	Sell	680 -345	-34%	-$25.2K	0.02%	478
2022 Q4	$73.6K	Sell	1,025 -8	-0.8%	-$573	0.04%	290
2022 Q3	$74K	Buy	1,033 +1	+0.1%	+$75	0.04%	297
2022 Q2	$78K	Buy	1,032 +340	+49%	+$25.9K	0.04%	267
2022 Q1	$55K	Buy	692 +74	+12%	+$6.04K	0.03%	352
2021 Q4	$52K	Buy	618 +466	+307%	+$39.7K	0.03%	372
2021 Q3	$13K	Sell	152 -47	-24%	-$4.06K	0.01%	579
2021 Q2	$17K	Sell	199 -245	-55%	-$20.9K	0.01%	583
2021 Q1	$38K	Buy	444 +63	+17%	+$5.43K	0.03%	369
2020 Q4	$34K	Buy	+381	New	+$33.5K	0.03%	377

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Accel Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 680 shares — an estimated $50.2K sold.

Accel Wealth Management first reported a position in BND in Q4 2020 and held it in 10 quarters. The position peaked at $78K in Q2 2022. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 680 Vanguard Total Bond Market shares in Q2 2023, an estimated $50.2K.
Accel Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Total Bond Market position peaked at $78K in Q2 2022.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

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