TCI Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

TCI Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,000	Closed	-$52K	–	2501
2021 Q1	$52K	Hold	2,000	–	–	0.02%	347
2020 Q4	$53K	Hold	2,000	–	–	0.02%	328
2020 Q3	$52K	Hold	2,000	–	–	0.02%	306
2020 Q2	$52K	Hold	2,000	–	–	0.02%	304
2020 Q1	$50K	Hold	2,000	–	–	0.02%	308
2019 Q4	$51K	Hold	2,000	–	–	0.02%	386
2019 Q3	$51K	Buy	+2,000	New	+$51K	0.02%	328

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCI Wealth Advisors's IBDO Position: Q2 2021 in Review

TCI Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 2,000 shares — an estimated $52K sold.

TCI Wealth Advisors first reported a position in IBDO in Q3 2019 and held it in 7 quarters. The position peaked at $53K in Q4 2020. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

TCI Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
TCI Wealth Advisors sold 2,000 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $52K.
TCI Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 7 quarters.
TCI Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $53K in Q4 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.