GPA
Guidance Point Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.99M | Buy |
332,049
+2,480
| +0.8% | +$52.2K | 1.79% | 12 |
|
2025
Q1 | $6.84M | Buy |
329,569
+3,066
| +0.9% | +$63.6K | 1.95% | 11 |
|
2024
Q4 | $6.64M | Buy |
326,503
+7,206
| +2% | +$147K | 1.87% | 12 |
|
2024
Q3 | $6.78M | Sell |
319,297
-18,127
| -5% | -$385K | 1.98% | 12 |
|
2024
Q2 | $6.85M | Buy |
337,424
+53,888
| +19% | +$1.09M | 2.14% | 10 |
|
2024
Q1 | $5.81M | Buy |
283,536
+30,533
| +12% | +$626K | 1.9% | 12 |
|
2023
Q4 | $5.25M | Buy |
253,003
+52,300
| +26% | +$1.09M | 1.94% | 12 |
|
2023
Q3 | $3.89M | Buy |
200,703
+18,212
| +10% | +$353K | 1.58% | 12 |
|
2023
Q2 | $3.7M | Buy |
182,491
+158,088
| +648% | +$3.2M | 1.42% | 18 |
|
2023
Q1 | $504K | Buy |
24,403
+5,004
| +26% | +$103K | 0.2% | 49 |
|
2022
Q4 | $386K | Buy |
+19,399
| New | +$386K | 0.16% | 53 |
|