GWA
IBDC
Guidant Wealth Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $51K | Hold |
1,936
| – | – | 0.02% | 171 |
|
2019
Q2 | $51K | Hold |
1,936
| – | – | 0.02% | 175 |
|
2019
Q1 | $50K | Hold |
1,936
| – | – | 0.02% | 177 |
|
2018
Q4 | $50K | Buy |
+1,936
| New | +$50K | 0.02% | 132 |
|
2017
Q3 | – | Sell |
-1,936
| Closed | -$50K | – | 245 |
|
2017
Q2 | $50K | Hold |
1,936
| – | – | 0.03% | 109 |
|
2017
Q1 | $50K | Hold |
1,936
| – | – | 0.03% | 111 |
|
2016
Q4 | $51K | Sell |
1,936
-7,220
| -79% | -$190K | 0.03% | 100 |
|
2016
Q3 | $242K | Buy |
+9,156
| New | +$242K | 0.15% | 62 |
|