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Guidant Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Guidant Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$385K Buy
3,039
+2
+0.1% +$253 0.14% 79
2019
Q2 		$382K Buy
3,037
+8
+0.3% +$989 0.15% 79
2019
Q1 		$373K Buy
+3,029
New +$369K 0.15% 81

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Guidant Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.07% in Q3 2019, buying an estimated $253 and bringing the position to 3,039 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #79.

Guidant Wealth Advisors first reported a position in IEI in Q1 2019 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Guidant Wealth Advisors held 3,039 shares of iShares 3-7 Year Treasury Bond ETF worth $385K as of Q3 2019.
  • Guidant Wealth Advisors bought 2 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $253.
  • iShares 3-7 Year Treasury Bond ETF made up 0.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #79 holding.
  • Guidant Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

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