Guidant Wealth Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-37,913	Closed	-$953K	–	256
2017 Q2	$953K	Buy	37,913 +2,358	+7%	+$59.3K	0.49%	44
2017 Q1	$894K	Buy	35,555 +8,022	+29%	+$202K	0.47%	45
2016 Q4	$693K	Buy	27,533 +12,173	+79%	+$307K	0.39%	47
2016 Q3	$388K	Buy	+15,360	New	+$389K	0.24%	55

Other funds holding IBDH

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Guidant Wealth Advisors's IBDH Position: Q3 2017 in Review

Guidant Wealth Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q3 2017, closing a stake of 37,913 shares — an estimated $953K sold.

Guidant Wealth Advisors first reported a position in IBDH in Q3 2016 and held it in 4 quarters. The position peaked at $953K in Q2 2017. 59 funds tracked by Wall St. Rank hold IBDH as of Q3 2017.

Guidant Wealth Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Guidant Wealth Advisors sold 37,913 iShares iBonds Dec 2018 Term Corporate ETF shares in Q3 2017, an estimated $953K.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q3 2016 and held it in 4 quarters.
Guidant Wealth Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $953K in Q2 2017.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2017.

Based on Guidant Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.