Accel Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-633	Closed	-$69.4K	–	562
2023 Q1	$69.4K	Sell	633 -246	-28%	-$26.6K	0.03%	404
2022 Q4	$92.7K	Sell	879 -322	-27%	-$33.7K	0.04%	249
2022 Q3	$126K	Hold	1,201	–	–	0.07%	216
2022 Q2	$134K	Sell	1,201 -1,260	-51%	-$142K	0.08%	193
2022 Q1	$298K	Sell	2,461 -142	-5%	-$17.7K	0.15%	116
2021 Q4	$345K	Buy	2,603 +594	+30%	+$78.9K	0.17%	105
2021 Q3	$267K	Buy	2,009 +1,040	+107%	+$141K	0.17%	106
2021 Q2	$130K	Sell	969 -54	-5%	-$7.12K	0.09%	201
2021 Q1	$133K	Sell	1,023 -42	-4%	-$5.59K	0.11%	178
2020 Q4	$147K	Buy	+1,065	New	+$145K	0.14%	156

Other funds holding LQD

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

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

MYLI

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

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

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

Accel Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 633 shares — an estimated $69.4K sold.

Accel Wealth Management first reported a position in LQD in Q4 2020 and held it in 10 quarters. The position peaked at $345K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Accel Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 633 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $69.4K.
Accel Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $345K in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

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