GWA
IBMH
Guidant Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-53,278
| Closed | -$1.36M | – | 259 |
|
|
2019
Q2 | $1.36M | Sell |
53,278
-5,827
| -10% | -$148K | 0.52% | 38 |
|
|
2019
Q1 | $1.5M | Sell |
59,105
-933
| -2% | -$23.7K | 0.59% | 37 |
|
|
2018
Q4 | $1.52M | Sell |
60,038
-1,231,952
| -95% | -$31.3M | 0.71% | 36 |
|
|
2018
Q3 | $32M | Buy |
1,291,990
+10,906
| +0.9% | +$270K | 13.36% | 1 |
|
|
2018
Q2 | $31.8M | Buy |
1,281,084
+51,609
| +4% | +$1.28M | 13.83% | 1 |
|
|
2018
Q1 | $30.6M | Buy |
1,229,475
+110,361
| +10% | +$2.74M | 13.83% | 1 |
|
|
2017
Q4 | $28.1M | Buy |
1,119,114
+1,051,585
| +1,557% | +$26.4M | 12.56% | 1 |
|
|
2017
Q3 | $1.73M | Buy |
67,529
+2,824
| +4% | +$72.1K | 1.22% | 20 |
|
|
2017
Q2 | $1.65M | Buy |
64,705
+1,309
| +2% | +$33.4K | 0.85% | 34 |
|
|
2017
Q1 | $1.62M | Buy |
63,396
+16,468
| +35% | +$420K | 0.85% | 34 |
|
|
2016
Q4 | $1.19M | Sell |
46,928
-5,671
| -11% | -$144K | 0.68% | 39 |
|
|
2016
Q3 | $1.35M | Buy |
+52,599
| New | +$1.35M | 0.83% | 34 |
|