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TWA
TCI Wealth Advisors’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
TCI Wealth Advisors’s Portfolio
IGIB Stock Details
IGIB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-150
Closed
-$8K
–
2406
2022
Q2
$8K
Buy
+150
New
+$7.82K
﹤0.01%
1156
2021
Q2
–
Sell
-142
Closed
-$8K
–
2377
2021
Q1
$8K
Sell
142
-275
-66%
-$16.6K
﹤0.01%
982
2020
Q4
$26K
Buy
417
+275
+194%
+$16.8K
0.01%
447
2020
Q3
$9K
Hold
142
–
–
﹤0.01%
602
2020
Q2
$9K
Hold
142
–
–
﹤0.01%
600
2020
Q1
$8K
Hold
142
–
–
﹤0.01%
617
2019
Q4
$8K
Buy
+142
New
+$8.22K
﹤0.01%
751
2019
Q3
–
Sell
-194
Closed
-$11K
–
1550
2019
Q2
$11K
Buy
194
+85
+78%
+$4.72K
0.01%
604
2019
Q1
$6K
Hold
109
–
–
﹤0.01%
739
2018
Q4
$6K
Buy
+109
New
+$5.7K
﹤0.01%
730
2018
Q1
–
Sell
-140
Closed
-$8K
–
1388
2017
Q4
$8K
Hold
140
–
–
﹤0.01%
676
2017
Q3
$8K
Hold
140
–
–
﹤0.01%
642
2017
Q2
$8K
Buy
+140
New
+$7.67K
﹤0.01%
637
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UCFA
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$16.3B AUM
16.34%
1-Year Est. Return
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$49B AUM
17.78%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
MMI
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$3.26B AUM
12.5%
1-Year Est. Return
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$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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