GWA
IBDL
Guidant Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $9.55M | Buy |
376,424
+26,861
| +8% | +$681K | 3.55% | 4 |
|
|
2019
Q2 | $8.86M | Buy |
349,563
+2,406
| +0.7% | +$61K | 3.42% | 4 |
|
|
2019
Q1 | $8.76M | Buy |
347,157
+17,322
| +5% | +$437K | 3.41% | 5 |
|
|
2018
Q4 | $8.24M | Buy |
+329,835
| New | +$8.24M | 3.84% | 5 |
|
|
2017
Q3 | – | Sell |
-253,099
| Closed | -$6.45M | – | 244 |
|
|
2017
Q2 | $6.45M | Buy |
253,099
+16,499
| +7% | +$420K | 3.33% | 9 |
|
|
2017
Q1 | $6.01M | Buy |
236,600
+53,245
| +29% | +$1.35M | 3.16% | 10 |
|
|
2016
Q4 | $4.64M | Buy |
183,355
+98,153
| +115% | +$2.48M | 2.63% | 12 |
|
|
2016
Q3 | $2.19M | Buy |
+85,202
| New | +$2.19M | 1.35% | 24 |
|