Guidance Point Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-67,132	Closed	-$1.68M	–	88
2022 Q3	$1.68M	Sell	67,132 -11,764	-15%	-$294K	0.77%	31
2022 Q2	$1.97M	Sell	78,896 -16,860	-18%	-$422K	0.85%	29
2022 Q1	$2.4M	Sell	95,756 -4,306	-4%	-$108K	0.91%	24
2021 Q4	$2.52M	Sell	100,062 -1,481	-1%	-$37.3K	0.91%	24
2021 Q3	$2.57M	Buy	101,543 +247	+0.2%	+$6.26K	0.94%	21
2021 Q2	$2.57M	Buy	101,296 +252	+0.2%	+$6.41K	1%	21
2021 Q1	$2.57M	Sell	101,044 -4,993	-5%	-$127K	1.07%	20
2020 Q4	$2.71M	Buy	106,037 +3,316	+3%	+$84.9K	1.25%	18
2020 Q3	$2.63M	Sell	102,721 -15,445	-13%	-$396K	1.45%	18
2020 Q2	$3.03M	Sell	118,166 -4,048	-3%	-$103K	1.69%	15
2020 Q1	$3.03M	Sell	122,214 -6,795	-5%	-$171K	1.97%	13
2019 Q4	$3.25M	Buy	129,009 +28,853	+29%	+$730K	1.59%	17
2019 Q3	$2.54M	Buy	100,156 +9,259	+10%	+$234K	1.39%	17
2019 Q2	$2.29M	Buy	90,897 +2,270	+3%	+$56.6K	1.3%	17
2019 Q1	$2.21M	Buy	88,627 +56,418	+175%	+$1.39M	1.3%	17
2018 Q4	$778K	Buy	+32,209	New	+$779K	0.51%	34

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Guidance Point Advisors's IBDN Position: Q4 2022 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 67,132 shares — an estimated $1.68M sold.

Guidance Point Advisors first reported a position in IBDN in Q4 2018 and held it in 16 quarters. The position peaked at $3.25M in Q4 2019. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Guidance Point Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Guidance Point Advisors sold 67,132 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.68M.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and held it in 16 quarters.
Guidance Point Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.25M in Q4 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.