GPA
IBMJ
Guidance Point Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-36,307
| Closed | -$927K | – | 441 |
|
2021
Q3 | $927K | Buy |
36,307
+30
| +0.1% | +$766 | 0.34% | 39 |
|
2021
Q2 | $930K | Buy |
36,277
+51
| +0.1% | +$1.31K | 0.36% | 37 |
|
2021
Q1 | $931K | Buy |
36,226
+41
| +0.1% | +$1.05K | 0.39% | 37 |
|
2020
Q4 | $932K | Buy |
36,185
+41
| +0.1% | +$1.06K | 0.43% | 38 |
|
2020
Q3 | $936K | Sell |
36,144
-4,634
| -11% | -$120K | 0.52% | 35 |
|
2020
Q2 | $1.06M | Buy |
40,778
+1,421
| +4% | +$36.8K | 0.59% | 33 |
|
2020
Q1 | $1M | Sell |
39,357
-1,932
| -5% | -$49.2K | 0.65% | 29 |
|
2019
Q4 | $1.06M | Buy |
41,289
+60
| +0.1% | +$1.55K | 0.52% | 30 |
|
2019
Q3 | $1.06M | Buy |
41,229
+45
| +0.1% | +$1.16K | 0.58% | 30 |
|
2019
Q2 | $1.06M | Buy |
41,184
+46
| +0.1% | +$1.19K | 0.6% | 28 |
|
2019
Q1 | $1.06M | Buy |
41,138
+30
| +0.1% | +$769 | 0.62% | 28 |
|
2018
Q4 | $1.05M | Buy |
+41,108
| New | +$1.05M | 0.68% | 28 |
|