Guidant Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$297K	Buy	5,538 +8	+0.1%	+$428	0.11%	92
2019 Q2	$296K	Buy	5,530 +24	+0.4%	+$1.27K	0.11%	91
2019 Q1	$291K	Buy	+5,506	New	+$287K	0.11%	92
2017 Q4	–	Sell	-100	Closed	-$5K	–	198
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	174
2017 Q2	$5K	Buy	+100	New	+$5.26K	﹤0.01%	217

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Guidant Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.14% in Q3 2019, buying an estimated $428 and bringing the position to 5,538 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #92.

Guidant Wealth Advisors first reported a position in IGSB in Q2 2017 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

Guidant Wealth Advisors held 5,538 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $297K as of Q3 2019.
Guidant Wealth Advisors bought 8 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $428.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Guidant Wealth Advisors's portfolio in Q3 2019, its #92 holding.
Guidant Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 5 quarters since.
612 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

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