Guidance Point Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-75,400	Closed	-$1.87M	–	66
2019 Q3	$1.87M	Buy	75,400 +6,840	+10%	+$170K	1.03%	25
2019 Q2	$1.71M	Buy	68,560 +5,616	+9%	+$139K	0.96%	25
2019 Q1	$1.56M	Buy	62,944 +10,851	+21%	+$269K	0.92%	25
2018 Q4	$1.38M	Buy	+52,093	New	+$1.29M	0.9%	23

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Guidance Point Advisors's IBDK Position: Q4 2019 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 75,400 shares — an estimated $1.87M sold.

Guidance Point Advisors first reported a position in IBDK in Q4 2018 and held it in 4 quarters. The position peaked at $1.87M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Guidance Point Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Guidance Point Advisors sold 75,400 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.87M.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
Guidance Point Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.87M in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Guidance Point Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.