Guidant Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$443K	Buy	17,118 +11,300	+194%	+$291K	0.16%	75
2019 Q2	$149K	Hold	5,818	–	–	0.06%	120
2019 Q1	$145K	Hold	5,818	–	–	0.06%	123
2018 Q4	$137K	Buy	+5,818	New	+$138K	0.06%	92
2017 Q3	–	Sell	-4,068	Closed	-$101K	–	201
2017 Q2	$101K	Hold	4,068	–	–	0.05%	83
2017 Q1	$100K	Hold	4,068	–	–	0.05%	84
2016 Q4	$100K	Buy	+4,068	New	+$101K	0.06%	81

Other funds holding IBDQ

CAI

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

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

CIA

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

MFWM

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

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

ACA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SIC

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 194% in Q3 2019, buying an estimated $291K and bringing the position to 17,118 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #75.

Guidant Wealth Advisors first reported a position in IBDQ in Q4 2016 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold IBDQ as of Q3 2019.

Guidant Wealth Advisors held 17,118 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $443K as of Q3 2019.
Guidant Wealth Advisors bought 11,300 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2019, an estimated $291K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.16% of Guidant Wealth Advisors's portfolio in Q3 2019, its #75 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2016 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2019.

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