Guidant Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$4.13M	Buy	160,975 +144,569	+881%	+$3.69M	1.54%	21
2019 Q2	$418K	Hold	16,406	–	–	0.16%	76
2019 Q1	$408K	Buy	16,406 +5,991	+58%	+$146K	0.16%	79
2018 Q4	$248K	Buy	+10,415	New	+$248K	0.12%	77
2017 Q3	–	Sell	-14,490	Closed	-$360K	–	240
2017 Q2	$360K	Buy	14,490 +91	+0.6%	+$2.27K	0.19%	59
2017 Q1	$356K	Buy	14,399 +6,158	+75%	+$152K	0.19%	57
2016 Q4	$203K	Buy	8,241 +3,735	+83%	+$92.9K	0.12%	67
2016 Q3	$115K	Buy	+4,506	New	+$115K	0.07%	74

Other funds holding IBDP

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

CAI

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

CIA

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

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

MFWM

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

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

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

ACA

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

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 881% in Q3 2019, buying an estimated $3.69M and bringing the position to 160,975 shares worth $4.13M. The position accounts for 1.54% of the portfolio, ranked #21.

Guidant Wealth Advisors first reported a position in IBDP in Q3 2016 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold IBDP as of Q3 2019.

Guidant Wealth Advisors held 160,975 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $4.13M as of Q3 2019.
Guidant Wealth Advisors bought 144,569 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2019, an estimated $3.69M.
iShares iBonds Dec 2024 Term Corporate ETF made up 1.54% of Guidant Wealth Advisors's portfolio in Q3 2019, its #21 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2016 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2019.

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