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