GWA
IBMH

Guidant Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Guidant Wealth Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-53,278
Closed -$1.35M – 259
2019
Q2 		$1.35M Sell
53,278
-5,827
-10% -$148K 0.52% 38
2019
Q1 		$1.5M Sell
59,105
-933
-2% -$23.7K 0.59% 37
2018
Q4 		$1.52M Sell
60,038
-1,231,952
-95% -$31.2M 0.71% 36
2018
Q3 		$32M Buy
1,291,990
+10,906
+0.9% +$277K 13.36% 1
2018
Q2 		$31.8M Buy
1,281,084
+51,609
+4% +$1.31M 13.83% 1
2018
Q1 		$30.6M Buy
1,229,475
+110,361
+10% +$2.8M 13.83% 1
2017
Q4 		$28.1M Buy
1,119,114
+1,051,585
+1,557% +$26.7M 12.56% 1
2017
Q3 		$1.73M Buy
67,529
+2,824
+4% +$72.3K 1.22% 20
2017
Q2 		$1.65M Buy
64,705
+1,309
+2% +$33.5K 0.85% 34
2017
Q1 		$1.61M Buy
63,396
+16,468
+35% +$420K 0.85% 34
2016
Q4 		$1.19M Sell
46,928
-5,671
-11% -$144K 0.68% 39
2016
Q3 		$1.35M Buy
+52,599
New +$1.36M 0.83% 34

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Guidant Wealth Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 53,278 shares — an estimated $1.35M sold.

Guidant Wealth Advisors first reported a position in IBMH in Q3 2016 and held it in 12 quarters. The position peaked at $32M in Q3 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Guidant Wealth Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 53,278 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.35M.
  • Guidant Wealth Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2016 and held it in 12 quarters.
  • Guidant Wealth Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $32M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

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