GWA
IBMI
Guidant Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.19M | Buy |
85,744
+13,136
| +18% | +$335K | 0.81% | 31 |
|
|
2019
Q2 | $1.86M | Sell |
72,608
-2,537
| -3% | -$64.8K | 0.72% | 32 |
|
|
2019
Q1 | $1.92M | Sell |
75,145
-4,447
| -6% | -$113K | 0.75% | 31 |
|
|
2018
Q4 | $2.02M | Buy |
+79,592
| New | +$2.02M | 0.94% | 30 |
|
|
2017
Q3 | – | Sell |
-54,330
| Closed | -$1.39M | – | 253 |
|
|
2017
Q2 | $1.39M | Buy |
54,330
+1,745
| +3% | +$44.7K | 0.72% | 36 |
|
|
2017
Q1 | $1.34M | Buy |
52,585
+34,182
| +186% | +$874K | 0.71% | 36 |
|
|
2016
Q4 | $467K | Sell |
18,403
-973
| -5% | -$24.7K | 0.26% | 53 |
|
|
2016
Q3 | $500K | Buy |
+19,376
| New | +$500K | 0.31% | 54 |
|