GWA
IBDP
Guidant Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.14M | Buy |
160,975
+144,569
| +881% | +$3.71M | 1.54% | 21 |
|
|
2019
Q2 | $418K | Hold |
16,406
| – | – | 0.16% | 76 |
|
|
2019
Q1 | $408K | Buy |
16,406
+5,991
| +58% | +$149K | 0.16% | 79 |
|
|
2018
Q4 | $248K | Buy |
+10,415
| New | +$248K | 0.12% | 77 |
|
|
2017
Q3 | – | Sell |
-14,490
| Closed | -$360K | – | 240 |
|
|
2017
Q2 | $360K | Buy |
14,490
+91
| +0.6% | +$2.26K | 0.19% | 59 |
|
|
2017
Q1 | $356K | Buy |
14,399
+6,158
| +75% | +$152K | 0.19% | 57 |
|
|
2016
Q4 | $203K | Buy |
8,241
+3,735
| +83% | +$92K | 0.12% | 67 |
|
|
2016
Q3 | $115K | Buy |
+4,506
| New | +$115K | 0.07% | 74 |
|