GPA
Guidance Point Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,593
| Closed | -$333K | – | 78 |
|
|
2023
Q1 | $333K | Sell |
6,593
-3,218
| -33% | -$163K | 0.13% | 59 |
|
|
2022
Q4 | $489K | Sell |
9,811
-21,656
| -69% | -$1.08M | 0.21% | 49 |
|
|
2022
Q3 | $1.55M | Sell |
31,467
-4,001
| -11% | -$197K | 0.71% | 33 |
|
|
2022
Q2 | $1.79M | Buy |
35,468
+2,862
| +9% | +$145K | 0.77% | 32 |
|
|
2022
Q1 | $1.69M | Buy |
32,606
+2,362
| +8% | +$122K | 0.64% | 35 |
|
|
2021
Q4 | $1.63M | Buy |
30,244
+5,692
| +23% | +$307K | 0.59% | 31 |
|
|
2021
Q3 | $1.34M | Buy |
24,552
+69
| +0.3% | +$3.77K | 0.49% | 33 |
|
|
2021
Q2 | $1.34M | Buy |
24,483
+78
| +0.3% | +$4.27K | 0.52% | 33 |
|
|
2021
Q1 | $1.33M | Buy |
24,405
+2,707
| +12% | +$148K | 0.55% | 33 |
|
|
2020
Q4 | $1.2M | Buy |
+21,698
| New | +$1.2M | 0.55% | 34 |
|