GPA
Guidance Point Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,300
| Closed | -$240K | – | 81 |
|
|
2022
Q4 | $240K | Sell |
2,300
-7,464
| -76% | -$778K | 0.1% | 70 |
|
|
2022
Q3 | $1.01M | Sell |
9,764
-3,380
| -26% | -$348K | 0.46% | 39 |
|
|
2022
Q2 | $1.38M | Buy |
13,144
+2,022
| +18% | +$212K | 0.59% | 35 |
|
|
2022
Q1 | $1.16M | Buy |
11,122
+799
| +8% | +$83.6K | 0.44% | 40 |
|
|
2021
Q4 | $1.11M | Buy |
10,323
+1,514
| +17% | +$163K | 0.4% | 36 |
|
|
2021
Q3 | $947K | Buy |
8,809
+448
| +5% | +$48.2K | 0.35% | 37 |
|
|
2021
Q2 | $901K | Buy |
8,361
+48
| +0.6% | +$5.17K | 0.35% | 38 |
|
|
2021
Q1 | $896K | Buy |
8,313
+1,428
| +21% | +$154K | 0.37% | 38 |
|
|
2020
Q4 | $744K | Buy |
6,885
+3,386
| +97% | +$366K | 0.34% | 42 |
|
|
2020
Q3 | $378K | Sell |
3,499
-3,525
| -50% | -$381K | 0.21% | 54 |
|
|
2020
Q2 | $757K | Buy |
7,024
+26
| +0.4% | +$2.8K | 0.42% | 41 |
|
|
2020
Q1 | $743K | Sell |
6,998
-309
| -4% | -$32.8K | 0.48% | 39 |
|
|
2019
Q4 | $780K | Buy |
7,307
+10
| +0.1% | +$1.07K | 0.38% | 36 |
|
|
2019
Q3 | $777K | Buy |
7,297
+28
| +0.4% | +$2.98K | 0.43% | 35 |
|
|
2019
Q2 | $774K | Buy |
7,269
+30
| +0.4% | +$3.19K | 0.44% | 35 |
|
|
2019
Q1 | $767K | Buy |
7,239
+20
| +0.3% | +$2.12K | 0.45% | 35 |
|
|
2018
Q4 | $760K | Buy |
+7,219
| New | +$760K | 0.49% | 35 |
|