Accel Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-95	Closed	-$4.7K	–	1265
2022 Q4	$4.7K	Hold	95	–	–	﹤0.01%	819
2022 Q3	$5K	Sell	95 -70	-42%	-$3.58K	﹤0.01%	840
2022 Q2	$9K	Hold	165	–	–	0.01%	725
2022 Q1	$9K	Sell	165 -346	-68%	-$19.6K	﹤0.01%	721
2021 Q4	$30K	Buy	511 +346	+210%	+$20.6K	0.01%	481
2021 Q3	$10K	Sell	165 -341	-67%	-$20.7K	0.01%	640
2021 Q2	$31K	Sell	506 -1,111	-69%	-$66.5K	0.02%	432
2021 Q1	$96K	Sell	1,617 -475	-23%	-$28.7K	0.08%	223
2020 Q4	$129K	Buy	+2,092	New	+$128K	0.12%	172

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Accel Wealth Management's IGIB Position: Q1 2023 in Review

Accel Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2023, closing a stake of 95 shares — an estimated $4.7K sold.

Accel Wealth Management first reported a position in IGIB in Q4 2020 and held it in 9 quarters. The position peaked at $129K in Q4 2020. 502 funds tracked by Wall St. Rank hold IGIB as of Q1 2023.

Accel Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Accel Wealth Management sold 95 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $4.7K.
Accel Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $129K in Q4 2020.
502 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.