Guidant Wealth Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$51K	Hold	1,936	–	–	0.02%	171
2019 Q2	$51K	Hold	1,936	–	–	0.02%	175
2019 Q1	$50K	Hold	1,936	–	–	0.02%	177
2018 Q4	$50K	Buy	+1,936	New	+$50.2K	0.02%	132
2017 Q3	–	Sell	-1,936	Closed	-$50K	–	245
2017 Q2	$50K	Hold	1,936	–	–	0.03%	109
2017 Q1	$50K	Hold	1,936	–	–	0.03%	111
2016 Q4	$51K	Sell	1,936 -7,220	-79%	-$189K	0.03%	100
2016 Q3	$242K	Buy	+9,156	New	+$243K	0.15%	62

Other funds holding IBDC

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

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

Guidant Wealth Advisors held its iShares iBonds Mar 2020 Term Corporate ETF (IBDC) position steady in Q3 2019 at 1,936 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #171.

Guidant Wealth Advisors first reported a position in IBDC in Q3 2016 and has held it in 8 quarters since. The position peaked at $242K in Q3 2016. 39 funds tracked by Wall St. Rank hold IBDC as of Q3 2019.

Guidant Wealth Advisors held 1,936 shares of iShares iBonds Mar 2020 Term Corporate ETF worth $51K as of Q3 2019.
Guidant Wealth Advisors left its iShares iBonds Mar 2020 Term Corporate ETF share count unchanged in Q3 2019.
iShares iBonds Mar 2020 Term Corporate ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #171 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $242K in Q3 2016.
39 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q3 2019.

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