Guidant Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$5.9M	Sell	237,267 -3,841	-2%	-$95.4K	2.19%	16
2019 Q2	$6M	Sell	241,108 -9,433	-4%	-$234K	2.32%	15
2019 Q1	$6.23M	Buy	250,541 +25,009	+11%	+$621K	2.43%	14
2018 Q4	$5.59M	Buy	+225,532	New	+$5.59M	2.61%	14
2017 Q3	–	Sell	-213,875	Closed	-$5.34M	–	255
2017 Q2	$5.34M	Buy	213,875 +6,011	+3%	+$150K	2.76%	11
2017 Q1	$5.19M	Buy	207,864 +33,051	+19%	+$825K	2.72%	12
2016 Q4	$4.36M	Buy	174,813 +96,085	+122%	+$2.4M	2.47%	14
2016 Q3	$1.98M	Buy	+78,728	New	+$1.98M	1.22%	27

Other funds holding IBDK

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

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

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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

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

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Guidant Wealth Advisors reduced its iShares iBonds Dec 2019 Term Corporate ETF (IBDK) stake by 1.6% in Q3 2019, selling an estimated $95.4K and leaving 237,267 shares worth $5.9M. The position accounts for 2.19% of the portfolio, ranked #16.

Guidant Wealth Advisors first reported a position in IBDK in Q3 2016 and has held it in 8 quarters since. The position peaked at $6.23M in Q1 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

Guidant Wealth Advisors held 237,267 shares of iShares iBonds Dec 2019 Term Corporate ETF worth $5.9M as of Q3 2019.
Guidant Wealth Advisors sold 3,841 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $95.4K.
iShares iBonds Dec 2019 Term Corporate ETF made up 2.19% of Guidant Wealth Advisors's portfolio in Q3 2019, its #16 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $6.23M in Q1 2019.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

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