TCI Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-267	Closed	-$14K	–	1551
2019 Q2	$14K	Buy	+267	New	+$14.1K	0.01%	546
2016 Q3	–	Sell	-814	Closed	-$43K	–	1378
2016 Q2	$43K	Hold	814	–	–	0.02%	315
2016 Q1	$43K	Sell	814 -42	-5%	-$2.2K	0.02%	320
2015 Q4	$45K	Buy	856 +42	+5%	+$2.21K	0.03%	319
2015 Q3	$43K	Hold	814	–	–	0.03%	305
2015 Q2	$43K	Sell	814 -322	-28%	-$17K	0.02%	294
2015 Q1	$60K	Sell	1,136 -68	-6%	-$3.58K	0.04%	221
2014 Q4	$63K	Hold	1,204	–	–	0.04%	225
2014 Q3	$63K	Buy	1,204 +390	+48%	+$20.6K	0.04%	220
2014 Q2	$43K	Sell	814 -274	-25%	-$14.5K	0.03%	259
2014 Q1	$57K	Hold	1,088	–	–	0.04%	226
2013 Q4	$57K	Buy	1,088 +636	+141%	+$33.5K	0.04%	234
2013 Q3	$24K	Hold	452	–	–	0.02%	276
2013 Q2	$24K	Buy	+452	New	+$23.8K	0.02%	288

Other funds holding IGSB

MMI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TCI Wealth Advisors's IGSB Position: Q3 2019 in Review

TCI Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2019, closing a stake of 267 shares — an estimated $14K sold.

TCI Wealth Advisors first reported a position in IGSB in Q2 2013 and held it in 14 quarters. The position peaked at $63K in Q4 2014. 613 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

TCI Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
TCI Wealth Advisors sold 267 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $14K.
TCI Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
TCI Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $63K in Q4 2014.
613 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on TCI Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.