GPA
IBMI
Guidance Point Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-32,260
| Closed | -$822K | – | 82 |
|
|
2020
Q2 | $822K | Buy |
32,260
+1,406
| +5% | +$35.8K | 0.46% | 40 |
|
|
2020
Q1 | $782K | Sell |
30,854
-4,605
| -13% | -$117K | 0.51% | 38 |
|
|
2019
Q4 | $904K | Buy |
35,459
+54
| +0.2% | +$1.38K | 0.44% | 34 |
|
|
2019
Q3 | $903K | Buy |
35,405
+38
| +0.1% | +$969 | 0.49% | 31 |
|
|
2019
Q2 | $903K | Buy |
35,367
+42
| +0.1% | +$1.07K | 0.51% | 31 |
|
|
2019
Q1 | $900K | Buy |
35,325
+26
| +0.1% | +$662 | 0.53% | 31 |
|
|
2018
Q4 | $895K | Buy |
+35,299
| New | +$895K | 0.58% | 31 |
|