Guidant Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$52K	Hold	464	–	–	0.02%	169
2019 Q2	$51K	Hold	464	–	–	0.02%	174
2019 Q1	$49K	Hold	464	–	–	0.02%	178
2018 Q4	$48K	Hold	464	–	–	0.02%	135
2018 Q3	$46K	Hold	464	–	–	0.02%	89
2018 Q2	$47K	Hold	464	–	–	0.02%	83
2018 Q1	$47K	Hold	464	–	–	0.02%	83
2017 Q4	$48K	Hold	464	–	–	0.02%	83
2017 Q3	$49K	Buy	464 +99	+27%	+$10.6K	0.03%	74
2017 Q2	$38K	Sell	365 -309	-46%	-$33K	0.02%	123
2017 Q1	$71K	Hold	674	–	–	0.04%	95
2016 Q4	$71K	Sell	674 -203	-23%	-$21.8K	0.04%	90
2016 Q3	$97K	Buy	+877	New	+$98.3K	0.06%	78

Other funds holding IEF

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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