Guidance Point Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-90,020	Closed	-$2.22M	–	440
2021 Q3	$2.22M	Sell	90,020 -3,468	-4%	-$85.8K	0.81%	24
2021 Q2	$2.32M	Sell	93,488 -4,380	-4%	-$109K	0.9%	24
2021 Q1	$2.43M	Sell	97,868 -3,029	-3%	-$75.3K	1.01%	23
2020 Q4	$2.51M	Sell	100,897 -7,362	-7%	-$184K	1.16%	20
2020 Q3	$2.71M	Sell	108,259 -17,338	-14%	-$435K	1.49%	17
2020 Q2	$3.16M	Sell	125,597 -20,404	-14%	-$510K	1.76%	14
2020 Q1	$3.5M	Sell	146,001 -18,905	-11%	-$469K	2.28%	11
2019 Q4	$4.12M	Buy	164,906 +11,759	+8%	+$294K	2.01%	13
2019 Q3	$3.83M	Buy	153,147 +9,105	+6%	+$227K	2.1%	13
2019 Q2	$3.59M	Buy	144,042 +4,431	+3%	+$110K	2.03%	14
2019 Q1	$3.45M	Buy	139,611 +89,048	+176%	+$2.18M	2.04%	14
2018 Q4	$1.23M	Buy	+50,563	New	+$1.23M	0.8%	25

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Guidance Point Advisors's IBDM Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 90,020 shares — an estimated $2.22M sold.

Guidance Point Advisors first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $4.12M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Guidance Point Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 90,020 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.22M.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
Guidance Point Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $4.12M in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.