Accel Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-662	Closed	-$33.4K	–	499
2023 Q1	$33.4K	Buy	662 +1	+0.2%	+$50	0.01%	575
2022 Q4	$32.9K	Buy	661 +2	+0.3%	+$99	0.02%	438
2022 Q3	$33K	Buy	659 +1	+0.2%	+$50	0.02%	445
2022 Q2	$33K	Buy	658 +2	+0.3%	+$102	0.02%	428
2022 Q1	$34K	Sell	656 -357	-35%	-$18.8K	0.02%	441
2021 Q4	$55K	Buy	1,013 +587	+138%	+$31.8K	0.03%	366
2021 Q3	$23K	Sell	426 -581	-58%	-$31.8K	0.01%	471
2021 Q2	$55K	Sell	1,007 -8	-0.8%	-$438	0.04%	323
2021 Q1	$56K	Sell	1,015 -170	-14%	-$9.34K	0.05%	296
2020 Q4	$65K	Buy	+1,185	New	+$65.1K	0.06%	253

Other funds holding IGSB

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Accel Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2023, closing a stake of 662 shares — an estimated $33.4K sold.

Accel Wealth Management first reported a position in IGSB in Q4 2020 and held it in 10 quarters. The position peaked at $65K in Q4 2020. 880 funds tracked by Wall St. Rank hold IGSB as of Q2 2023.

Accel Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 662 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $33.4K.
Accel Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $65K in Q4 2020.
880 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

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