Guidant Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.03M	Buy	313,545 +284,361	+974%	+$7.25M	2.98%	10
2019 Q2	$742K	Hold	29,184	–	–	0.29%	60
2019 Q1	$730K	Buy	29,184 +9,513	+48%	+$234K	0.28%	61
2018 Q4	$475K	Buy	+19,671	New	+$474K	0.22%	65
2017 Q3	–	Sell	-20,765	Closed	-$522K	–	241
2017 Q2	$522K	Buy	20,765 +602	+3%	+$15.1K	0.27%	54
2017 Q1	$502K	Buy	20,163 +6,205	+44%	+$154K	0.26%	55
2016 Q4	$346K	Buy	13,958 +3,110	+29%	+$77.9K	0.2%	56
2016 Q3	$277K	Buy	+10,848	New	+$279K	0.17%	58

Other funds holding IBDO

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

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

CAI

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

ACA

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 974% in Q3 2019, buying an estimated $7.25M and bringing the position to 313,545 shares worth $8.03M. The position accounts for 2.98% of the portfolio, ranked #10.

Guidant Wealth Advisors first reported a position in IBDO in Q3 2016 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

Guidant Wealth Advisors held 313,545 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $8.03M as of Q3 2019.
Guidant Wealth Advisors bought 284,361 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2019, an estimated $7.25M.
iShares iBonds Dec 2023 Term Corporate ETF made up 2.98% of Guidant Wealth Advisors's portfolio in Q3 2019, its #10 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

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