GWA
IBMG

Guidant Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Guidant Wealth Advisors’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,368
Closed -$162K – 257
2017
Q2 		$162K Hold
6,368
– – 0.08% 73
2017
Q1 		$162K Buy
6,368
+349
+6% +$8.89K 0.09% 72
2016
Q4 		$153K Buy
6,019
+3,334
+124% +$84.9K 0.09% 74
2016
Q3 		$69K Buy
+2,685
New +$68.8K 0.04% 88

Other funds holding IBMG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Guidant Wealth Advisors's IBMG Position: Q3 2017 in Review

Guidant Wealth Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2017, closing a stake of 6,368 shares — an estimated $162K sold.

Guidant Wealth Advisors first reported a position in IBMG in Q3 2016 and held it in 4 quarters. The position peaked at $162K in Q2 2017. 70 funds tracked by Wall St. Rank hold IBMG as of Q3 2017.

  • Guidant Wealth Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 6,368 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2017, an estimated $162K.
  • Guidant Wealth Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2016 and held it in 4 quarters.
  • Guidant Wealth Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $162K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2017.

Based on Guidant Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.