GWA
Guidant Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $443K | Buy |
17,118
+11,300
| +194% | +$292K | 0.16% | 75 |
|
2019
Q2 | $149K | Hold |
5,818
| – | – | 0.06% | 120 |
|
2019
Q1 | $145K | Hold |
5,818
| – | – | 0.06% | 123 |
|
2018
Q4 | $137K | Buy |
+5,818
| New | +$137K | 0.06% | 92 |
|
2017
Q3 | – | Sell |
-4,068
| Closed | -$101K | – | 201 |
|
2017
Q2 | $101K | Hold |
4,068
| – | – | 0.05% | 83 |
|
2017
Q1 | $100K | Hold |
4,068
| – | – | 0.05% | 84 |
|
2016
Q4 | $100K | Buy |
+4,068
| New | +$100K | 0.06% | 81 |
|