GPWA
Great Point Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,978
| Closed | -$654K | – | 45 |
|
|
2019
Q4 | $654K | Buy |
12,978
+522
| +4% | +$26.3K | 0.4% | 27 |
|
|
2019
Q3 | $628K | Buy |
12,456
+6,532
| +110% | +$329K | 0.43% | 26 |
|
|
2019
Q2 | $298K | Buy |
5,924
+151
| +3% | +$7.6K | 0.24% | 35 |
|
|
2019
Q1 | $287K | Buy |
5,773
+688
| +14% | +$34.2K | 0.24% | 36 |
|
|
2018
Q4 | $249K | Buy |
+5,085
| New | +$249K | 0.24% | 36 |
|