GWA
Guidant Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $52K | Hold |
464
| – | – | 0.02% | 169 |
|
|
2019
Q2 | $51K | Hold |
464
| – | – | 0.02% | 174 |
|
|
2019
Q1 | $49K | Hold |
464
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $48K | Hold |
464
| – | – | 0.02% | 135 |
|
|
2018
Q3 | $46K | Hold |
464
| – | – | 0.02% | 89 |
|
|
2018
Q2 | $47K | Hold |
464
| – | – | 0.02% | 83 |
|
|
2018
Q1 | $47K | Hold |
464
| – | – | 0.02% | 83 |
|
|
2017
Q4 | $48K | Hold |
464
| – | – | 0.02% | 83 |
|
|
2017
Q3 | $49K | Buy |
464
+99
| +27% | +$10.5K | 0.03% | 74 |
|
|
2017
Q2 | $38K | Sell |
365
-309
| -46% | -$32.2K | 0.02% | 123 |
|
|
2017
Q1 | $71K | Hold |
674
| – | – | 0.04% | 95 |
|
|
2016
Q4 | $71K | Sell |
674
-203
| -23% | -$21.4K | 0.04% | 90 |
|
|
2016
Q3 | $97K | Buy |
+877
| New | +$97K | 0.06% | 78 |
|