GPA
Guidance Point Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 19 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 18 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 18 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 18 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 17 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 17 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 18 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 22 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 25 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 15 |
|
2022
Q4 | – | Sell |
-131,098
| Closed | -$3.03M | – | 16 |
|
2022
Q3 | $3.03M | Buy |
131,098
+17,385
| +15% | +$402K | 1.38% | 19 |
|
2022
Q2 | $2.71M | Buy |
113,713
+63,820
| +128% | +$1.52M | 1.17% | 23 |
|
2022
Q1 | $1.84M | Buy |
+49,893
| New | +$1.84M | 0.7% | 29 |
|