GPA
Guidance Point Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.6M | Buy |
181,021
+627
| +0.3% | +$15.9K | 1.18% | 17 |
|
2025
Q1 | $4.56M | Buy |
180,394
+3,861
| +2% | +$97.5K | 1.3% | 17 |
|
2024
Q4 | $4.4M | Buy |
176,533
+3,285
| +2% | +$81.8K | 1.24% | 19 |
|
2024
Q3 | $4.42M | Sell |
173,248
-7,953
| -4% | -$203K | 1.29% | 17 |
|
2024
Q2 | $4.49M | Buy |
181,201
+26,651
| +17% | +$660K | 1.4% | 16 |
|
2024
Q1 | $3.85M | Buy |
154,550
+7,237
| +5% | +$180K | 1.26% | 18 |
|
2023
Q4 | $3.7M | Buy |
147,313
+27,239
| +23% | +$683K | 1.37% | 17 |
|
2023
Q3 | $2.89M | Buy |
120,074
+10,195
| +9% | +$245K | 1.17% | 23 |
|
2023
Q2 | $2.69M | Sell |
109,879
-48,123
| -30% | -$1.18M | 1.03% | 23 |
|
2023
Q1 | $3.94M | Buy |
158,002
+13,817
| +10% | +$345K | 1.59% | 13 |
|
2022
Q4 | $3.5M | Buy |
144,185
+17,891
| +14% | +$435K | 1.48% | 17 |
|
2022
Q3 | $3.02M | Buy |
126,294
+17,116
| +16% | +$409K | 1.38% | 20 |
|
2022
Q2 | $2.73M | Buy |
109,178
+60,791
| +126% | +$1.52M | 1.18% | 22 |
|
2022
Q1 | $1.87M | Buy |
+48,387
| New | +$1.87M | 0.71% | 25 |
|