GPA
IBDL
Guidance Point Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-62,799
| Closed | -$1.58M | – | 84 |
|
|
2020
Q3 | $1.58M | Sell |
62,799
-4,722
| -7% | -$119K | 0.87% | 26 |
|
|
2020
Q2 | $1.71M | Sell |
67,521
-24,582
| -27% | -$623K | 0.95% | 25 |
|
|
2020
Q1 | $2.05M | Sell |
92,103
-13,894
| -13% | -$309K | 1.33% | 19 |
|
|
2019
Q4 | $2.68M | Buy |
105,997
+1,913
| +2% | +$48.4K | 1.31% | 18 |
|
|
2019
Q3 | $2.64M | Buy |
104,084
+5,324
| +5% | +$135K | 1.45% | 16 |
|
|
2019
Q2 | $2.5M | Buy |
98,760
+468
| +0.5% | +$11.9K | 1.42% | 16 |
|
|
2019
Q1 | $2.48M | Buy |
98,292
+32,092
| +48% | +$810K | 1.46% | 16 |
|
|
2018
Q4 | $1.75M | Buy |
+66,200
| New | +$1.75M | 1.14% | 19 |
|