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

Accurate 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 Q1	–	Sell	-1,090	Closed	-$82.5K	–	388
2022 Q4	$82.5K	Buy	+1,090	New	+$78.9K	0.03%	344
2022 Q1	–	Sell	-1,957	Closed	-$202K	–	181
2021 Q4	$202K	Hold	1,957	–	–	0.17%	136
2021 Q3	$202K	Buy	+1,957	New	+$205K	0.18%	135

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

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

TAIM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Accurate Wealth Management's BLV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2023, closing a stake of 1,090 shares — an estimated $82.5K sold.

Accurate Wealth Management first reported a position in BLV in Q3 2021 and held it in 3 quarters. The position peaked at $202K in Q4 2021. 279 funds tracked by Wall St. Rank hold BLV as of Q1 2023.

Accurate Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 1,090 Vanguard Long-Term Bond ETF shares in Q1 2023, an estimated $82.5K.
Accurate Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2021 and held it in 3 quarters.
Accurate Wealth Management's Vanguard Long-Term Bond ETF position peaked at $202K in Q4 2021.
279 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.