ISWM
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Independent Solutions Wealth Management’s General Dynamics GD Stock Holding History

Independent Solutions Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,662
Closed -$379K – 226
2023
Q1 		$379K Buy
1,662
+49
+3% +$11.3K 0.11% 138
2022
Q4 		$400K Buy
1,613
+47
+3% +$11.5K 0.12% 134
2022
Q3 		$332K Buy
1,566
+226
+17% +$51.1K 0.11% 150
2022
Q2 		$296K Buy
+1,340
New +$308K 0.09% 165
2020
Q4 		– Sell
-1,741
Closed -$241K – 180
2020
Q3 		$241K Buy
1,741
+21
+1% +$3.1K 0.09% 150
2020
Q2 		$257K Buy
+1,720
New +$243K 0.11% 130

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return