Guidant Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$4.87M	Buy	192,206 +53,414	+38%	+$1.35M	1.81%	18
2019 Q2	$3.5M	Sell	138,792 -215	-0.2%	-$5.36K	1.35%	23
2019 Q1	$3.46M	Buy	139,007 +16,218	+13%	+$399K	1.35%	22
2018 Q4	$2.97M	Buy	+122,789	New	+$2.97M	1.38%	24
2017 Q3	–	Sell	-75,777	Closed	-$1.9M	–	250
2017 Q2	$1.9M	Buy	75,777 +2,321	+3%	+$58.3K	0.98%	30
2017 Q1	$1.83M	Buy	73,456 +13,211	+22%	+$328K	0.96%	33
2016 Q4	$1.5M	Buy	60,245 +40,180	+200%	+$1.01M	0.85%	35
2016 Q3	$511K	Buy	+20,065	New	+$513K	0.31%	53

Other funds holding IBDN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIM

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 38% in Q3 2019, buying an estimated $1.35M and bringing the position to 192,206 shares worth $4.87M. The position accounts for 1.81% of the portfolio, ranked #18.

Guidant Wealth Advisors first reported a position in IBDN in Q3 2016 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold IBDN as of Q3 2019.

Guidant Wealth Advisors held 192,206 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $4.87M as of Q3 2019.
Guidant Wealth Advisors bought 53,414 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2019, an estimated $1.35M.
iShares iBonds Dec 2022 Term Corporate ETF made up 1.81% of Guidant Wealth Advisors's portfolio in Q3 2019, its #18 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2019.

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