Guidant Wealth Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$88K	Hold	3,280	–	–	0.03%	146
2019 Q2	$88K	Hold	3,280	–	–	0.03%	148
2019 Q1	$87K	Sell	3,280 -334	-9%	-$8.67K	0.03%	148
2018 Q4	$92K	Buy	+3,614	New	+$92.2K	0.04%	104
2017 Q3	–	Sell	-3,244	Closed	-$86K	–	242
2017 Q2	$86K	Sell	3,244 -319	-9%	-$8.5K	0.04%	92
2017 Q1	$94K	Hold	3,563	–	–	0.05%	86
2016 Q4	$93K	Buy	3,563 +315	+10%	+$8.37K	0.05%	83
2016 Q3	$88K	Buy	+3,248	New	+$88.5K	0.05%	80

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

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

COI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors held its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) position steady in Q3 2019 at 3,280 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #146.

Guidant Wealth Advisors first reported a position in IBDD in Q3 2016 and has held it in 8 quarters since. The position peaked at $94K in Q1 2017. 22 funds tracked by Wall St. Rank hold IBDD as of Q3 2019.

Guidant Wealth Advisors held 3,280 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $88K as of Q3 2019.
Guidant Wealth Advisors left its iShares iBonds Mar 2023 Term Corporate ETF share count unchanged in Q3 2019.
iShares iBonds Mar 2023 Term Corporate ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #146 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $94K in Q1 2017.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2019.

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