GPA
IBDO

Guidance Point Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Hold
0
78
2023
Q2
Hold
0
43
2023
Q1
Hold
0
35
2022
Q4
Sell
-79,479
Closed -$1.98M 31
2022
Q3
$1.98M Sell
79,479
-20,693
-21% -$516K 0.91% 27
2022
Q2
$2.51M Buy
100,172
+4,155
+4% +$104K 1.08% 26
2022
Q1
$2.43M Buy
96,017
+1,226
+1% +$31K 0.92% 23
2021
Q4
$2.43M Buy
94,791
+10,463
+12% +$269K 0.88% 25
2021
Q3
$2.19M Buy
84,328
+1,255
+2% +$32.6K 0.8% 25
2021
Q2
$2.17M Buy
83,073
+307
+0.4% +$8.01K 0.84% 25
2021
Q1
$2.16M Sell
82,766
-1,042
-1% -$27.2K 0.9% 25
2020
Q4
$2.2M Buy
83,808
+3,751
+5% +$98.5K 1.01% 24
2020
Q3
$2.1M Sell
80,057
-9,686
-11% -$254K 1.16% 23
2020
Q2
$2.35M Buy
89,743
+14,495
+19% +$380K 1.31% 20
2020
Q1
$1.88M Buy
75,248
+3,188
+4% +$79.7K 1.22% 22
2019
Q4
$1.77M Buy
72,060
+50,445
+233% +$1.24M 0.86% 25
2019
Q3
$553K Buy
21,615
+104
+0.5% +$2.66K 0.3% 40
2019
Q2
$546K Buy
21,511
+106
+0.5% +$2.69K 0.31% 41
2019
Q1
$535K Buy
21,405
+74
+0.3% +$1.85K 0.32% 41
2018
Q4
$516K Buy
+21,331
New +$516K 0.34% 43