Guidant Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Guidant Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$32K	Buy	394 +1	+0.3%	+$81	0.01%	189
2019 Q2	$32K	Hold	393	–	–	0.01%	195
2019 Q1	$31K	Buy	+393	New	+$31K	0.01%	197

Other funds holding BSV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guidant Wealth Advisors's BSV Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.25% in Q3 2019, buying an estimated $81 and bringing the position to 394 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #189.

Guidant Wealth Advisors first reported a position in BSV in Q1 2019 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Guidant Wealth Advisors held 394 shares of Vanguard Short-Term Bond ETF worth $32K as of Q3 2019.
Guidant Wealth Advisors bought 1 Vanguard Short-Term Bond ETF share in Q3 2019, an estimated $81.
Vanguard Short-Term Bond ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #189 holding.
Guidant Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 3 quarters since.
726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.