GPA
IBMK
Guidance Point Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,008
| Closed | -$285K | – | 87 |
|
|
2022
Q3 | $285K | Sell |
11,008
-2,676
| -20% | -$69.3K | 0.13% | 67 |
|
|
2022
Q2 | $354K | Sell |
13,684
-3,635
| -21% | -$94K | 0.15% | 62 |
|
|
2022
Q1 | $448K | Buy |
17,319
+25
| +0.1% | +$647 | 0.17% | 62 |
|
|
2021
Q4 | $450K | Buy |
17,294
+53
| +0.3% | +$1.38K | 0.16% | 56 |
|
|
2021
Q3 | $450K | Buy |
17,241
+33
| +0.2% | +$861 | 0.16% | 57 |
|
|
2021
Q2 | $451K | Buy |
17,208
+34
| +0.2% | +$891 | 0.18% | 59 |
|
|
2021
Q1 | $452K | Sell |
17,174
-4,665
| -21% | -$123K | 0.19% | 58 |
|
|
2020
Q4 | $575K | Buy |
21,839
+1,347
| +7% | +$35.5K | 0.26% | 50 |
|
|
2020
Q3 | $543K | Sell |
20,492
-16,841
| -45% | -$446K | 0.3% | 48 |
|
|
2020
Q2 | $986K | Buy |
37,333
+78
| +0.2% | +$2.06K | 0.55% | 35 |
|
|
2020
Q1 | $969K | Buy |
37,255
+52
| +0.1% | +$1.35K | 0.63% | 30 |
|
|
2019
Q4 | $973K | Buy |
37,203
+3,920
| +12% | +$103K | 0.48% | 32 |
|
|
2019
Q3 | $870K | Buy |
33,283
+65
| +0.2% | +$1.7K | 0.48% | 34 |
|
|
2019
Q2 | $867K | Buy |
33,218
+69
| +0.2% | +$1.8K | 0.49% | 33 |
|
|
2019
Q1 | $859K | Buy |
33,149
+5,837
| +21% | +$151K | 0.51% | 32 |
|
|
2018
Q4 | $699K | Buy |
+27,312
| New | +$699K | 0.45% | 37 |
|