GWA
IBML

Guidant Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Guidant Wealth Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$2.58M Buy
100,342
+99,357
+10,087% +$2.57M 0.96% 29
2019
Q2 		$25K Hold
985
– – 0.01% 214
2019
Q1 		$25K Hold
985
– – 0.01% 214
2018
Q4 		$24K Buy
+985
New +$24.4K 0.01% 156

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Guidant Wealth Advisors increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 10,087% in Q3 2019, buying an estimated $2.57M and bringing the position to 100,342 shares worth $2.58M. The position accounts for 0.96% of the portfolio, ranked #29.

Guidant Wealth Advisors first reported a position in IBML in Q4 2018 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold IBML as of Q3 2019.

  • Guidant Wealth Advisors held 100,342 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $2.58M as of Q3 2019.
  • Guidant Wealth Advisors bought 99,357 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2019, an estimated $2.57M.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.96% of Guidant Wealth Advisors's portfolio in Q3 2019, its #29 holding.
  • Guidant Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2019.

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