Guidant Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$2.19M	Buy	85,744 +13,136	+18%	+$336K	0.81%	31
2019 Q2	$1.85M	Sell	72,608 -2,537	-3%	-$64.7K	0.72%	32
2019 Q1	$1.92M	Sell	75,145 -4,447	-6%	-$113K	0.75%	31
2018 Q4	$2.02M	Buy	+79,592	New	+$2.01M	0.94%	30
2017 Q3	–	Sell	-54,330	Closed	-$1.39M	–	253
2017 Q2	$1.39M	Buy	54,330 +1,745	+3%	+$44.8K	0.72%	36
2017 Q1	$1.34M	Buy	52,585 +34,182	+186%	+$871K	0.71%	36
2016 Q4	$467K	Sell	18,403 -973	-5%	-$24.8K	0.26%	53
2016 Q3	$500K	Buy	+19,376	New	+$503K	0.31%	54

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Guidant Wealth Advisors increased its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 18% in Q3 2019, buying an estimated $336K and bringing the position to 85,744 shares worth $2.19M. The position accounts for 0.81% of the portfolio, ranked #31.

Guidant Wealth Advisors first reported a position in IBMI in Q3 2016 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

Guidant Wealth Advisors held 85,744 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $2.19M as of Q3 2019.
Guidant Wealth Advisors bought 13,136 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $336K.
iShares iBonds Sep 2020 Term Muni Bond ETF made up 0.81% of Guidant Wealth Advisors's portfolio in Q3 2019, its #31 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2016 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

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