GWA
IBMK
Guidant Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.91M | Buy |
72,935
+44,418
| +156% | +$1.16M | 0.71% | 33 |
|
|
2019
Q2 | $745K | Sell |
28,517
-737
| -3% | -$19.3K | 0.29% | 59 |
|
|
2019
Q1 | $759K | Sell |
29,254
-70
| -0.2% | -$1.82K | 0.3% | 58 |
|
|
2018
Q4 | $751K | Buy |
+29,324
| New | +$751K | 0.35% | 55 |
|
|
2017
Q3 | – | Sell |
-17,182
| Closed | -$445K | – | 243 |
|
|
2017
Q2 | $445K | Hold |
17,182
| – | – | 0.23% | 56 |
|
|
2017
Q1 | $442K | Buy |
17,182
+10,240
| +148% | +$263K | 0.23% | 56 |
|
|
2016
Q4 | $177K | Buy |
6,942
+6,615
| +2,023% | +$169K | 0.1% | 71 |
|
|
2016
Q3 | $9K | Buy |
+327
| New | +$9K | 0.01% | 170 |
|