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TCI Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

TCI Wealth Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-429
Closed -$22K – 2329
2021
Q4 		$22K Buy
+429
New +$21.7K ﹤0.01% 666

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

TCI Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 429 shares — an estimated $22K sold.

TCI Wealth Advisors first reported a position in ISTB in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

  • TCI Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 429 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $22K.
  • TCI Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $22K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

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