GPA
Guidance Point Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.03M | Buy |
319,710
+539
| +0.2% | +$11.8K | 1.81% | 10 |
|
2025
Q1 | $6.93M | Buy |
319,171
+1,648
| +0.5% | +$35.8K | 1.97% | 9 |
|
2024
Q4 | $6.78M | Buy |
317,523
+6,569
| +2% | +$140K | 1.91% | 10 |
|
2024
Q3 | $6.89M | Sell |
310,954
-17,115
| -5% | -$379K | 2.01% | 9 |
|
2024
Q2 | $6.97M | Buy |
328,069
+51,622
| +19% | +$1.1M | 2.18% | 8 |
|
2024
Q1 | $5.92M | Buy |
276,447
+24,437
| +10% | +$523K | 1.93% | 9 |
|
2023
Q4 | $5.45M | Buy |
252,010
+49,164
| +24% | +$1.06M | 2.02% | 9 |
|
2023
Q3 | $4.13M | Buy |
202,846
+16,972
| +9% | +$346K | 1.68% | 11 |
|
2023
Q2 | $3.94M | Buy |
185,874
+6,395
| +4% | +$136K | 1.51% | 12 |
|
2023
Q1 | $3.86M | Buy |
179,479
+16,208
| +10% | +$349K | 1.56% | 17 |
|
2022
Q4 | $3.4M | Buy |
163,271
+21,278
| +15% | +$443K | 1.44% | 19 |
|
2022
Q3 | $2.89M | Buy |
141,993
+19,148
| +16% | +$390K | 1.32% | 22 |
|
2022
Q2 | $2.63M | Buy |
122,845
+69,417
| +130% | +$1.49M | 1.13% | 25 |
|
2022
Q1 | $1.84M | Buy |
+53,428
| New | +$1.84M | 0.7% | 32 |
|