GWA
IBDO
Guidant Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.03M | Buy |
313,545
+284,361
| +974% | +$7.28M | 2.98% | 10 |
|
|
2019
Q2 | $742K | Hold |
29,184
| – | – | 0.29% | 60 |
|
|
2019
Q1 | $730K | Buy |
29,184
+9,513
| +48% | +$238K | 0.28% | 61 |
|
|
2018
Q4 | $475K | Buy |
+19,671
| New | +$475K | 0.22% | 65 |
|
|
2017
Q3 | – | Sell |
-20,765
| Closed | -$522K | – | 241 |
|
|
2017
Q2 | $522K | Buy |
20,765
+602
| +3% | +$15.1K | 0.27% | 54 |
|
|
2017
Q1 | $502K | Buy |
20,163
+6,205
| +44% | +$154K | 0.26% | 55 |
|
|
2016
Q4 | $346K | Buy |
13,958
+3,110
| +29% | +$77.1K | 0.2% | 56 |
|
|
2016
Q3 | $277K | Buy |
+10,848
| New | +$277K | 0.17% | 58 |
|