Guidant Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$132K	Hold	2,314	–	–	0.05%	128
2019 Q2	$131K	Hold	2,314	–	–	0.05%	130
2019 Q1	$129K	Hold	2,314	–	–	0.05%	127
2018 Q4	$126K	Hold	2,314	–	–	0.06%	94
2018 Q3	$125K	Hold	2,314	–	–	0.05%	49
2018 Q2	$126K	Hold	2,314	–	–	0.05%	49
2018 Q1	$126K	Hold	2,314	–	–	0.06%	50
2017 Q4	$128K	Hold	2,314	–	–	0.06%	50
2017 Q3	$129K	Hold	2,314	–	–	0.09%	46
2017 Q2	$128K	Hold	2,314	–	–	0.07%	77
2017 Q1	$127K	Hold	2,314	–	–	0.07%	80
2016 Q4	$127K	Buy	2,314 +94	+4%	+$5.2K	0.07%	78
2016 Q3	$126K	Buy	+2,220	New	+$127K	0.08%	72

Other funds holding NYF

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

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

Jane Street New York $777B AUM 61.18% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Guidant Wealth Advisors held its iShares New York Muni Bond ETF (NYF) position steady in Q3 2019 at 2,314 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #128.

Guidant Wealth Advisors first reported a position in NYF in Q3 2016 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold NYF as of Q3 2019.

Guidant Wealth Advisors held 2,314 shares of iShares New York Muni Bond ETF worth $132K as of Q3 2019.
Guidant Wealth Advisors left its iShares New York Muni Bond ETF share count unchanged in Q3 2019.
iShares New York Muni Bond ETF made up 0.05% of Guidant Wealth Advisors's portfolio in Q3 2019, its #128 holding.
Guidant Wealth Advisors first reported a position in iShares New York Muni Bond ETF in Q3 2016 and has held it in 13 quarters since.
85 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2019.

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