GPA
Guidance Point Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,584
| Closed | -$213K | – | 70 |
|
|
2023
Q3 | $213K | Sell |
4,584
-24,527
| -84% | -$1.14M | 0.09% | 68 |
|
|
2023
Q2 | $1.36M | Sell |
29,111
-10,831
| -27% | -$505K | 0.52% | 33 |
|
|
2023
Q1 | $1.88M | Sell |
39,942
-4,146
| -9% | -$196K | 0.76% | 28 |
|
|
2022
Q4 | $2.05M | Sell |
44,088
-43,320
| -50% | -$2.01M | 0.87% | 25 |
|
|
2022
Q3 | $4.04M | Sell |
87,408
-3,221
| -4% | -$149K | 1.84% | 10 |
|
|
2022
Q2 | $4.3M | Buy |
90,629
+15,095
| +20% | +$715K | 1.85% | 11 |
|
|
2022
Q1 | $3.78M | Buy |
75,534
+12,997
| +21% | +$651K | 1.43% | 16 |
|
|
2021
Q4 | $3.15M | Sell |
62,537
-1,627
| -3% | -$82K | 1.14% | 18 |
|
|
2021
Q3 | $3.28M | Buy |
64,164
+7,703
| +14% | +$393K | 1.2% | 17 |
|
|
2021
Q2 | $2.9M | Buy |
56,461
+2,315
| +4% | +$119K | 1.12% | 18 |
|
|
2021
Q1 | $2.78M | Buy |
54,146
+965
| +2% | +$49.5K | 1.15% | 18 |
|
|
2020
Q4 | $2.75M | Buy |
53,181
+2,406
| +5% | +$124K | 1.26% | 17 |
|
|
2020
Q3 | $2.62M | Buy |
50,775
+192
| +0.4% | +$9.9K | 1.44% | 19 |
|
|
2020
Q2 | $2.6M | Buy |
50,583
+11,044
| +28% | +$568K | 1.45% | 18 |
|
|
2020
Q1 | $2M | Sell |
39,539
-57
| -0.1% | -$2.88K | 1.3% | 20 |
|
|
2019
Q4 | $2M | Buy |
39,596
+1,124
| +3% | +$56.6K | 0.97% | 24 |
|
|
2019
Q3 | $1.94M | Buy |
38,472
+1,142
| +3% | +$57.6K | 1.06% | 22 |
|
|
2019
Q2 | $1.88M | Sell |
37,330
-720
| -2% | -$36.3K | 1.06% | 23 |
|
|
2019
Q1 | $1.9M | Buy |
38,050
+65
| +0.2% | +$3.24K | 1.12% | 21 |
|
|
2018
Q4 | $1.86M | Buy |
+37,985
| New | +$1.86M | 1.21% | 17 |
|