GWA
IBDN
Guidant Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.87M | Buy |
192,206
+53,414
| +38% | +$1.35M | 1.81% | 18 |
|
|
2019
Q2 | $3.5M | Sell |
138,792
-215
| -0.2% | -$5.43K | 1.35% | 23 |
|
|
2019
Q1 | $3.46M | Buy |
139,007
+16,218
| +13% | +$404K | 1.35% | 22 |
|
|
2018
Q4 | $2.97M | Buy |
+122,789
| New | +$2.97M | 1.38% | 24 |
|
|
2017
Q3 | – | Sell |
-75,777
| Closed | -$1.9M | – | 250 |
|
|
2017
Q2 | $1.9M | Buy |
75,777
+2,321
| +3% | +$58.3K | 0.98% | 30 |
|
|
2017
Q1 | $1.83M | Buy |
73,456
+13,211
| +22% | +$329K | 0.96% | 33 |
|
|
2016
Q4 | $1.5M | Buy |
60,245
+40,180
| +200% | +$998K | 0.85% | 35 |
|
|
2016
Q3 | $511K | Buy |
+20,065
| New | +$511K | 0.31% | 53 |
|