GWA
IBDM
Guidant Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.26M | Buy |
330,545
+42,923
| +15% | +$1.07M | 3.07% | 9 |
|
|
2019
Q2 | $7.17M | Buy |
287,622
+768
| +0.3% | +$19.1K | 2.77% | 11 |
|
|
2019
Q1 | $7.09M | Buy |
286,854
+13,580
| +5% | +$336K | 2.76% | 12 |
|
|
2018
Q4 | $6.66M | Buy |
+273,274
| New | +$6.66M | 3.1% | 9 |
|
|
2017
Q3 | – | Sell |
-189,434
| Closed | -$4.72M | – | 251 |
|
|
2017
Q2 | $4.72M | Buy |
189,434
+15,501
| +9% | +$387K | 2.44% | 14 |
|
|
2017
Q1 | $4.32M | Buy |
173,933
+40,739
| +31% | +$1.01M | 2.27% | 15 |
|
|
2016
Q4 | $3.29M | Buy |
133,194
+78,203
| +142% | +$1.93M | 1.87% | 20 |
|
|
2016
Q3 | $1.39M | Buy |
+54,991
| New | +$1.39M | 0.85% | 33 |
|