Accel Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-785	Closed	-$20.6K	–	563
2023 Q1	$20.6K	Hold	785	–	–	0.01%	702
2022 Q4	$19.7K	Hold	785	–	–	0.01%	553
2022 Q3	$19K	Hold	785	–	–	0.01%	573
2022 Q2	$21K	Hold	785	–	–	0.01%	531
2022 Q1	$23K	Buy	785 +450	+134%	+$13.1K	0.01%	522
2021 Q4	$10K	Buy	+335	New	+$10.2K	﹤0.01%	713

Other funds holding LQDI

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Accel Wealth Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2023, closing a stake of 785 shares — an estimated $20.6K sold.

Accel Wealth Management first reported a position in LQDI in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2023.

Accel Wealth Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 785 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2023, an estimated $20.6K.
Accel Wealth Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $23K in Q1 2022.
21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2023.

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