Accel Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-89	Closed	-$4.37K	–	1270
2022 Q4	$4.37K	Sell	89 -2,351	-96%	-$115K	﹤0.01%	830
2022 Q3	$119K	Sell	2,440 -70	-3%	-$3.57K	0.06%	223
2022 Q2	$129K	Hold	2,510	–	–	0.07%	201
2022 Q1	$138K	Hold	2,510	–	–	0.07%	209
2021 Q4	$150K	Hold	2,510	–	–	0.07%	203
2021 Q3	$151K	Hold	2,510	–	–	0.1%	167
2021 Q2	$152K	Sell	2,510 -1,329	-35%	-$79.4K	0.1%	183
2021 Q1	$227K	Buy	3,839 +2,142	+126%	+$129K	0.18%	115
2020 Q4	$105K	Buy	+1,697	New	+$104K	0.1%	199

Other funds holding USIG

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JSTA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Accel Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 89 shares — an estimated $4.37K sold.

Accel Wealth Management first reported a position in USIG in Q4 2020 and held it in 9 quarters. The position peaked at $227K in Q1 2021. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

Accel Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Accel Wealth Management sold 89 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $4.37K.
Accel Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $227K in Q1 2021.
311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

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