TCI Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

TCI Wealth Advisors’s Portfolio USIG Stock Details USIG 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	–	2598
2022 Q2	$8K	Buy	+150	New	+$7.81K	﹤0.01%	1186
2021 Q1	–	Sell	-325	Closed	-$20K	–	2235
2020 Q4	$20K	Buy	+325	New	+$19.9K	0.01%	502
2019 Q3	–	Sell	-22	Closed	-$1K	–	1634
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	1315
2019 Q1	$1K	Buy	+22	New	+$1.19K	﹤0.01%	1319

Other funds holding USIG

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TCI Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in USIG in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2020. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 150 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
TCI Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $20K in Q4 2020.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

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