Guidant Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.26M	Buy	330,545 +42,923	+15%	+$1.07M	3.07%	9
2019 Q2	$7.17M	Buy	287,622 +768	+0.3%	+$19K	2.77%	11
2019 Q1	$7.09M	Buy	286,854 +13,580	+5%	+$333K	2.76%	12
2018 Q4	$6.66M	Buy	+273,274	New	+$6.63M	3.1%	9
2017 Q3	–	Sell	-189,434	Closed	-$4.72M	–	251
2017 Q2	$4.72M	Buy	189,434 +15,501	+9%	+$387K	2.44%	14
2017 Q1	$4.32M	Buy	173,933 +40,739	+31%	+$1.01M	2.27%	15
2016 Q4	$3.29M	Buy	133,194 +78,203	+142%	+$1.95M	1.87%	20
2016 Q3	$1.39M	Buy	+54,991	New	+$1.39M	0.85%	33

Other funds holding IBDM

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

RJA

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

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

CIM

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 15% in Q3 2019, buying an estimated $1.07M and bringing the position to 330,545 shares worth $8.26M. The position accounts for 3.07% of the portfolio, ranked #9.

Guidant Wealth Advisors first reported a position in IBDM in Q3 2016 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

Guidant Wealth Advisors held 330,545 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $8.26M as of Q3 2019.
Guidant Wealth Advisors bought 42,923 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2019, an estimated $1.07M.
iShares iBonds Dec 2021 Term Corporate ETF made up 3.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #9 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

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