Guidance Point Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-62,799	Closed	-$1.58M	–	84
2020 Q3	$1.58M	Sell	62,799 -4,722	-7%	-$119K	0.87%	26
2020 Q2	$1.71M	Sell	67,521 -24,582	-27%	-$621K	0.95%	25
2020 Q1	$2.05M	Sell	92,103 -13,894	-13%	-$350K	1.33%	19
2019 Q4	$2.68M	Buy	105,997 +1,913	+2%	+$48.4K	1.31%	18
2019 Q3	$2.64M	Buy	104,084 +5,324	+5%	+$135K	1.45%	16
2019 Q2	$2.5M	Buy	98,760 +468	+0.5%	+$11.8K	1.42%	16
2019 Q1	$2.48M	Buy	98,292 +32,092	+48%	+$807K	1.46%	16
2018 Q4	$1.75M	Buy	+66,200	New	+$1.65M	1.14%	19

Other funds holding IBDL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Guidance Point Advisors's IBDL Position: Q4 2020 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 62,799 shares — an estimated $1.58M sold.

Guidance Point Advisors first reported a position in IBDL in Q4 2018 and held it in 8 quarters. The position peaked at $2.68M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Guidance Point Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Guidance Point Advisors sold 62,799 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.58M.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 8 quarters.
Guidance Point Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.68M in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Guidance Point Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.