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TCI Wealth Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

TCI Wealth Advisors’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-262
Closed -$7K – 2394
2021
Q3 		$7K Buy
+262
New +$6.6K ﹤0.01% 1358

Other funds holding IGBH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCI Wealth Advisors's IGBH Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021, closing a stake of 262 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in IGBH in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

  • TCI Wealth Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 262 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2021, an estimated $7K.
  • TCI Wealth Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $7K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.