GWA
IBMJ
Guidant Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.02M | Buy |
78,350
+26,902
| +52% | +$694K | 0.75% | 32 |
|
|
2019
Q2 | $1.33M | Sell |
51,448
-1,506
| -3% | -$38.8K | 0.51% | 39 |
|
|
2019
Q1 | $1.36M | Sell |
52,954
-365
| -0.7% | -$9.37K | 0.53% | 38 |
|
|
2018
Q4 | $1.36M | Buy |
+53,319
| New | +$1.36M | 0.63% | 38 |
|
|
2017
Q3 | – | Sell |
-35,670
| Closed | -$918K | – | 252 |
|
|
2017
Q2 | $918K | Buy |
35,670
+1,355
| +4% | +$34.9K | 0.47% | 45 |
|
|
2017
Q1 | $877K | Buy |
34,315
+21,219
| +162% | +$542K | 0.46% | 46 |
|
|
2016
Q4 | $334K | Buy |
13,096
+7,720
| +144% | +$197K | 0.19% | 57 |
|
|
2016
Q3 | $140K | Buy |
+5,376
| New | +$140K | 0.09% | 70 |
|