Guidance Point Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Guidance Point Advisors’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.12M	Buy	278,043 +14,345	+5%	+$367K	1.5%	16
2026 Q1	$6.76M	Buy	263,698 +42,051	+19%	+$1.09M	1.6%	16
2025 Q4	$5.75M	Buy	221,647 +194,427	+714%	+$5.06M	1.33%	18
2025 Q3	$709K	Buy	27,220 +18,781	+223%	+$482K	0.17%	48
2025 Q2	$216K	Buy	+8,439	New	+$212K	0.06%	79

Other funds holding IBCA

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Guidance Point Advisors's IBCA Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 5.4% in Q2 2026, buying an estimated $367K and bringing the position to 278,043 shares worth $7.12M. The position accounts for 1.5% of the portfolio, ranked #16.

Guidance Point Advisors first reported a position in IBCA in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Guidance Point Advisors held 278,043 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $7.12M as of Q2 2026.
Guidance Point Advisors bought 14,345 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $367K.
iShares iBonds Dec 2035 Term Corporate ETF made up 1.5% of Guidance Point Advisors's portfolio in Q2 2026, its #16 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.