GPA
Guidance Point Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.31M | Buy |
243,451
+9,995
| +4% | +$259K | 1.62% | 14 |
|
2025
Q1 | $5.97M | Buy |
233,456
+3,078
| +1% | +$78.7K | 1.7% | 14 |
|
2024
Q4 | $5.78M | Buy |
230,378
+9,788
| +4% | +$246K | 1.63% | 14 |
|
2024
Q3 | $5.82M | Sell |
220,590
-14,424
| -6% | -$381K | 1.7% | 14 |
|
2024
Q2 | $5.92M | Buy |
235,014
+55,689
| +31% | +$1.4M | 1.85% | 14 |
|
2024
Q1 | $4.57M | Buy |
+179,325
| New | +$4.57M | 1.49% | 15 |
|