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Tyler-Stone Wealth Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Tyler-Stone Wealth Management’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-74
Closed -$1.63K – 769
2024
Q2 		$1.63K Buy
+74
New +$1.64K ﹤0.01% 870

Other funds holding PICB

UFAC
Urban Financial Advisory Corp Chicago, Illinois $283M AUM 13.45% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Tyler-Stone Wealth Management's PICB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2024, closing a stake of 74 shares — an estimated $1.63K sold.

Tyler-Stone Wealth Management first reported a position in PICB in Q2 2024 and held it in 1 quarter. The position peaked at $1.63K in Q2 2024. 32 funds tracked by Wall St. Rank hold PICB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco International Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 74 Invesco International Corporate Bond ETF shares in Q3 2024, an estimated $1.63K.
  • Tyler-Stone Wealth Management first reported a position in Invesco International Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Invesco International Corporate Bond ETF position peaked at $1.63K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.