GWA
IBDK
Guidant Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.9M | Sell |
237,267
-3,841
| -2% | -$95.4K | 2.19% | 16 |
|
|
2019
Q2 | $6M | Sell |
241,108
-9,433
| -4% | -$235K | 2.32% | 15 |
|
|
2019
Q1 | $6.23M | Buy |
250,541
+25,009
| +11% | +$622K | 2.43% | 14 |
|
|
2018
Q4 | $5.59M | Buy |
+225,532
| New | +$5.59M | 2.61% | 14 |
|
|
2017
Q3 | – | Sell |
-213,875
| Closed | -$5.34M | – | 255 |
|
|
2017
Q2 | $5.34M | Buy |
213,875
+6,011
| +3% | +$150K | 2.76% | 11 |
|
|
2017
Q1 | $5.19M | Buy |
207,864
+33,051
| +19% | +$825K | 2.72% | 12 |
|
|
2016
Q4 | $4.36M | Buy |
174,813
+96,085
| +122% | +$2.39M | 2.47% | 14 |
|
|
2016
Q3 | $1.98M | Buy |
+78,728
| New | +$1.98M | 1.22% | 27 |
|