GPA
IBDM
Guidance Point Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-90,020
| Closed | -$2.22M | – | 440 |
|
|
2021
Q3 | $2.22M | Sell |
90,020
-3,468
| -4% | -$85.7K | 0.81% | 24 |
|
|
2021
Q2 | $2.32M | Sell |
93,488
-4,380
| -4% | -$109K | 0.9% | 24 |
|
|
2021
Q1 | $2.43M | Sell |
97,868
-3,029
| -3% | -$75.3K | 1.01% | 23 |
|
|
2020
Q4 | $2.51M | Sell |
100,897
-7,362
| -7% | -$183K | 1.16% | 20 |
|
|
2020
Q3 | $2.71M | Sell |
108,259
-17,338
| -14% | -$434K | 1.49% | 17 |
|
|
2020
Q2 | $3.16M | Sell |
125,597
-20,404
| -14% | -$513K | 1.76% | 14 |
|
|
2020
Q1 | $3.5M | Sell |
146,001
-18,905
| -11% | -$453K | 2.28% | 11 |
|
|
2019
Q4 | $4.12M | Buy |
164,906
+11,759
| +8% | +$294K | 2.01% | 13 |
|
|
2019
Q3 | $3.83M | Buy |
153,147
+9,105
| +6% | +$228K | 2.1% | 13 |
|
|
2019
Q2 | $3.59M | Buy |
144,042
+4,431
| +3% | +$110K | 2.03% | 14 |
|
|
2019
Q1 | $3.45M | Buy |
139,611
+89,048
| +176% | +$2.2M | 2.04% | 14 |
|
|
2018
Q4 | $1.23M | Buy |
+50,563
| New | +$1.23M | 0.8% | 25 |
|