Guidant Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$1.91M	Buy	72,935 +44,418	+156%	+$1.16M	0.71%	33
2019 Q2	$745K	Sell	28,517 -737	-3%	-$19.1K	0.29%	59
2019 Q1	$759K	Sell	29,254 -70	-0.2%	-$1.8K	0.3%	58
2018 Q4	$751K	Buy	+29,324	New	+$744K	0.35%	55
2017 Q3	–	Sell	-17,182	Closed	-$445K	–	243
2017 Q2	$445K	Hold	17,182	–	–	0.23%	56
2017 Q1	$442K	Buy	17,182 +10,240	+148%	+$262K	0.23%	56
2016 Q4	$177K	Buy	6,942 +6,615	+2,023%	+$170K	0.1%	71
2016 Q3	$9K	Buy	+327	New	+$8.64K	0.01%	170

Other funds holding IBMK

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 156% in Q3 2019, buying an estimated $1.16M and bringing the position to 72,935 shares worth $1.91M. The position accounts for 0.71% of the portfolio, ranked #33.

Guidant Wealth Advisors first reported a position in IBMK in Q3 2016 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold IBMK as of Q3 2019.

Guidant Wealth Advisors held 72,935 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $1.91M as of Q3 2019.
Guidant Wealth Advisors bought 44,418 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2019, an estimated $1.16M.
iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.71% of Guidant Wealth Advisors's portfolio in Q3 2019, its #33 holding.
Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2016 and has held it in 8 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2019.

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