GWA
IBDD
Guidant Wealth Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $88K | Hold |
3,280
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $88K | Hold |
3,280
| – | – | 0.03% | 148 |
|
|
2019
Q1 | $87K | Sell |
3,280
-334
| -9% | -$8.86K | 0.03% | 148 |
|
|
2018
Q4 | $92K | Buy |
+3,614
| New | +$92K | 0.04% | 104 |
|
|
2017
Q3 | – | Sell |
-3,244
| Closed | -$86K | – | 242 |
|
|
2017
Q2 | $86K | Sell |
3,244
-319
| -9% | -$8.46K | 0.04% | 92 |
|
|
2017
Q1 | $94K | Hold |
3,563
| – | – | 0.05% | 86 |
|
|
2016
Q4 | $93K | Buy |
3,563
+315
| +10% | +$8.22K | 0.05% | 83 |
|
|
2016
Q3 | $88K | Buy |
+3,248
| New | +$88K | 0.05% | 80 |
|