Guidant Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$462K	Hold	3,624	–	–	0.17%	74
2019 Q2	$451K	Hold	3,624	–	–	0.17%	75
2019 Q1	$431K	Sell	3,624 -45	-1%	-$5.21K	0.17%	78
2018 Q4	$413K	Buy	+3,669	New	+$413K	0.19%	68
2017 Q3	–	Sell	-5,243	Closed	-$628K	–	216
2017 Q2	$628K	Sell	5,243 -1,328	-20%	-$159K	0.32%	50
2017 Q1	$775K	Sell	6,571 -7,321	-53%	-$860K	0.41%	49
2016 Q4	$1.64M	Sell	13,892 -11,398	-45%	-$1.35M	0.93%	34
2016 Q3	$3.08M	Buy	+25,290	New	+$3.12M	1.9%	18

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Guidant Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2019 at 3,624 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #74.

Guidant Wealth Advisors first reported a position in LQD in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.08M in Q3 2016. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

Guidant Wealth Advisors held 3,624 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $462K as of Q3 2019.
Guidant Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2019.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Guidant Wealth Advisors's portfolio in Q3 2019, its #74 holding.
Guidant Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.08M in Q3 2016.
831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

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