Guidance Point Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,931	Closed	-$381K	–	79
2023 Q2	$381K	Buy	14,931 +410	+3%	+$10.5K	0.15%	55
2023 Q1	$369K	Buy	14,521 +12	+0.1%	+$305	0.15%	56
2022 Q4	$368K	Sell	14,509 -19,583	-57%	-$496K	0.16%	56
2022 Q3	$860K	Buy	34,092 +746	+2%	+$18.8K	0.39%	40
2022 Q2	$850K	Buy	33,346 +3,099	+10%	+$79K	0.37%	42
2022 Q1	$770K	Buy	30,247 +35	+0.1%	+$891	0.29%	46
2021 Q4	$783K	Buy	30,212 +10,156	+51%	+$263K	0.28%	41
2021 Q3	$519K	Buy	20,056 +37	+0.2%	+$957	0.19%	53
2021 Q2	$522K	Buy	20,019 +42	+0.2%	+$1.1K	0.2%	55
2021 Q1	$522K	Buy	19,977 +30	+0.2%	+$784	0.22%	57
2020 Q4	$522K	Buy	19,947 +1,362	+7%	+$35.6K	0.24%	54
2020 Q3	$488K	Sell	18,585 -14,150	-43%	-$372K	0.27%	49
2020 Q2	$858K	Buy	32,735 +80	+0.2%	+$2.1K	0.48%	38
2020 Q1	$837K	Buy	32,655 +51	+0.2%	+$1.31K	0.54%	35
2019 Q4	$841K	Buy	32,604 +4,945	+18%	+$128K	0.41%	35
2019 Q3	$712K	Buy	27,659 +63	+0.2%	+$1.62K	0.39%	36
2019 Q2	$709K	Buy	27,596 +67	+0.2%	+$1.72K	0.4%	37
2019 Q1	$701K	Buy	27,529 +2,016	+8%	+$51.3K	0.41%	37
2018 Q4	$640K	Buy	+25,513	New	+$640K	0.42%	38