TCI Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9	Closed	-$1K	–	2323
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	2204
2021 Q3	$1K	Sell	9 -143	-94%	-$10.2K	﹤0.01%	2275
2021 Q2	$11K	Buy	+152	New	+$10.3K	﹤0.01%	904
2020 Q1	–	Sell	-781	Closed	-$52K	–	1606
2019 Q4	$52K	Hold	781	–	–	0.02%	377
2019 Q3	$52K	Sell	781 -156	-17%	-$10.2K	0.02%	321
2019 Q2	$60K	Buy	937 +156	+20%	+$9.49K	0.03%	277
2019 Q1	$47K	Buy	+781	New	+$45.2K	0.02%	349
2015 Q4	–	Sell	-111	Closed	-$6K	–	1050
2015 Q3	$6K	Hold	111	–	–	﹤0.01%	595
2015 Q2	$6K	Hold	111	–	–	﹤0.01%	607
2015 Q1	$7K	Buy	+111	New	+$6.95K	﹤0.01%	514

Other funds holding IGLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

TCI Wealth Advisors's IGLB Position: Q1 2022 in Review

TCI Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in IGLB in Q1 2015 and held it in 10 quarters. The position peaked at $60K in Q2 2019. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2022.

TCI Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 9 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 10 quarters.
TCI Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $60K in Q2 2019.
136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.