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

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

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's IGIB Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in IGIB in Q2 2017 and held it in 13 quarters. The position peaked at $26K in Q4 2020. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 150 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 13 quarters.
TCI Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $26K in Q4 2020.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.