Guidant Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$9.55M	Buy	376,424 +26,861	+8%	+$680K	3.55%	4
2019 Q2	$8.86M	Buy	349,563 +2,406	+0.7%	+$60.7K	3.42%	4
2019 Q1	$8.76M	Buy	347,157 +17,322	+5%	+$435K	3.41%	5
2018 Q4	$8.24M	Buy	+329,835	New	+$8.23M	3.84%	5
2017 Q3	–	Sell	-253,099	Closed	-$6.45M	–	244
2017 Q2	$6.45M	Buy	253,099 +16,499	+7%	+$420K	3.33%	9
2017 Q1	$6.01M	Buy	236,600 +53,245	+29%	+$1.35M	3.16%	10
2016 Q4	$4.64M	Buy	183,355 +98,153	+115%	+$2.5M	2.63%	12
2016 Q3	$2.19M	Buy	+85,202	New	+$2.2M	1.35%	24

Other funds holding IBDL

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

CIM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BTS

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 7.7% in Q3 2019, buying an estimated $680K and bringing the position to 376,424 shares worth $9.55M. The position accounts for 3.55% of the portfolio, ranked #4.

Guidant Wealth Advisors first reported a position in IBDL in Q3 2016 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold IBDL as of Q3 2019.

Guidant Wealth Advisors held 376,424 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $9.55M as of Q3 2019.
Guidant Wealth Advisors bought 26,861 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2019, an estimated $680K.
iShares iBonds Dec 2020 Term Corporate ETF made up 3.55% of Guidant Wealth Advisors's portfolio in Q3 2019, its #4 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2019.

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