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 New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Guidant Wealth Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2019 at 464 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #169.

Guidant Wealth Advisors first reported a position in IEF in Q3 2016 and has held it in 13 quarters since. The position peaked at $97K in Q3 2016. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

Guidant Wealth Advisors held 464 shares of iShares 7-10 Year Treasury Bond ETF worth $52K as of Q3 2019.
Guidant Wealth Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2019.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #169 holding.
Guidant Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $97K in Q3 2016.
519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

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