GWA
IBDC

Genesis Wealth Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Genesis Wealth Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$34.7K Sell
1,332
-2,076
-61% -$54.1K 0.03% 222
2015
Q1 		$91K Buy
3,408
+4
+0.1% +$107 0.08% 134
2014
Q4 		$90.8K Buy
+3,404
New +$90.8K 0.07% 150