Guidant Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$2.02M	Buy	78,350 +26,902	+52%	+$695K	0.75%	32
2019 Q2	$1.33M	Sell	51,448 -1,506	-3%	-$38.7K	0.51%	39
2019 Q1	$1.36M	Sell	52,954 -365	-0.7%	-$9.33K	0.53%	38
2018 Q4	$1.36M	Buy	+53,319	New	+$1.35M	0.63%	38
2017 Q3	–	Sell	-35,670	Closed	-$918K	–	252
2017 Q2	$918K	Buy	35,670 +1,355	+4%	+$35K	0.47%	45
2017 Q1	$877K	Buy	34,315 +21,219	+162%	+$542K	0.46%	46
2016 Q4	$334K	Buy	13,096 +7,720	+144%	+$197K	0.19%	57
2016 Q3	$140K	Buy	+5,376	New	+$141K	0.09%	70

Other funds holding IBMJ

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

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

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

UCFA

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

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

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

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 52% in Q3 2019, buying an estimated $695K and bringing the position to 78,350 shares worth $2.02M. The position accounts for 0.75% of the portfolio, ranked #32.

Guidant Wealth Advisors first reported a position in IBMJ in Q3 2016 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

Guidant Wealth Advisors held 78,350 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $2.02M as of Q3 2019.
Guidant Wealth Advisors bought 26,902 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2019, an estimated $695K.
iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.75% of Guidant Wealth Advisors's portfolio in Q3 2019, its #32 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2016 and has held it in 8 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

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