GPA
Guidance Point Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.02M | Buy |
301,086
+306
| +0.1% | +$7.14K | 1.8% | 11 |
|
2025
Q1 | $6.96M | Buy |
300,780
+2,842
| +1% | +$65.7K | 1.98% | 8 |
|
2024
Q4 | $6.79M | Buy |
297,938
+5,995
| +2% | +$137K | 1.91% | 9 |
|
2024
Q3 | $6.86M | Sell |
291,943
-15,313
| -5% | -$360K | 2% | 10 |
|
2024
Q2 | $6.97M | Buy |
307,256
+48,162
| +19% | +$1.09M | 2.17% | 9 |
|
2024
Q1 | $5.91M | Buy |
259,094
+23,354
| +10% | +$533K | 1.93% | 10 |
|
2023
Q4 | $5.44M | Buy |
235,740
+44,737
| +23% | +$1.03M | 2.01% | 10 |
|
2023
Q3 | $4.18M | Buy |
191,003
+16,515
| +9% | +$362K | 1.7% | 10 |
|
2023
Q2 | $3.92M | Buy |
174,488
+3,664
| +2% | +$82.3K | 1.5% | 13 |
|
2023
Q1 | $3.91M | Buy |
170,824
+15,372
| +10% | +$352K | 1.58% | 14 |
|
2022
Q4 | $3.45M | Buy |
155,452
+20,328
| +15% | +$451K | 1.46% | 18 |
|
2022
Q3 | $2.96M | Buy |
135,124
+18,965
| +16% | +$415K | 1.35% | 21 |
|
2022
Q2 | $2.65M | Buy |
116,159
+65,315
| +128% | +$1.49M | 1.15% | 24 |
|
2022
Q1 | $1.84M | Buy |
+50,844
| New | +$1.84M | 0.7% | 28 |
|