GPA
IBMM
Guidance Point Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,029
| Closed | -$233K | – | 80 |
|
|
2023
Q2 | $233K | Sell |
9,029
-427
| -5% | -$11K | 0.09% | 70 |
|
|
2023
Q1 | $245K | Buy |
9,456
+6
| +0.1% | +$155 | 0.1% | 68 |
|
|
2022
Q4 | $243K | Sell |
9,450
-840
| -8% | -$21.6K | 0.1% | 69 |
|
|
2022
Q3 | $262K | Buy |
10,290
+671
| +7% | +$17.1K | 0.12% | 70 |
|
|
2022
Q2 | $250K | Buy |
9,619
+1,057
| +12% | +$27.5K | 0.11% | 75 |
|
|
2022
Q1 | $222K | Buy |
8,562
+3
| +0% | +$78 | 0.08% | 86 |
|
|
2021
Q4 | $229K | Buy |
8,559
+5,218
| +156% | +$140K | 0.08% | 81 |
|
|
2021
Q3 | $89K | Buy |
+3,341
| New | +$89K | 0.03% | 123 |
|