Guidance Point Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	–	–	43
2023 Q1	–	Hold	0	–	–	–	35
2022 Q4	–	Sell	-79,479	Closed	-$1.98M	–	31
2022 Q3	$1.98M	Sell	79,479 -20,693	-21%	-$519K	0.91%	27
2022 Q2	$2.51M	Buy	100,172 +4,155	+4%	+$105K	1.08%	26
2022 Q1	$2.43M	Buy	96,017 +1,226	+1%	+$31.2K	0.92%	23
2021 Q4	$2.43M	Buy	94,791 +10,463	+12%	+$270K	0.88%	25
2021 Q3	$2.19M	Buy	84,328 +1,255	+2%	+$32.7K	0.8%	25
2021 Q2	$2.17M	Buy	83,073 +307	+0.4%	+$8.01K	0.84%	25
2021 Q1	$2.16M	Sell	82,766 -1,042	-1%	-$27.3K	0.9%	25
2020 Q4	$2.2M	Buy	83,808 +3,751	+5%	+$98.4K	1.01%	24
2020 Q3	$2.1M	Sell	80,057 -9,686	-11%	-$254K	1.16%	23
2020 Q2	$2.35M	Buy	89,743 +14,495	+19%	+$374K	1.31%	20
2020 Q1	$1.88M	Buy	75,248 +3,188	+4%	+$80.9K	1.22%	22
2019 Q4	$1.77M	Buy	72,060 +50,445	+233%	+$1.29M	0.86%	25
2019 Q3	$553K	Buy	21,615 +104	+0.5%	+$2.65K	0.3%	40
2019 Q2	$546K	Buy	21,511 +106	+0.5%	+$2.65K	0.31%	41
2019 Q1	$535K	Buy	21,405 +74	+0.3%	+$1.82K	0.32%	41
2018 Q4	$516K	Buy	+21,331	New	+$514K	0.34%	43

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guidance Point Advisors's IBDO Position: Q2 2023 in Review

Guidance Point Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q2 2023 at 0 shares worth $693K. The position accounts for 0.27% of the portfolio, ranked #43.

Guidance Point Advisors first reported a position in IBDO in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.51M in Q2 2022. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Guidance Point Advisors held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $693K as of Q2 2023.
Guidance Point Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.27% of Guidance Point Advisors's portfolio in Q2 2023, its #43 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and has held it in 16 quarters since.
Guidance Point Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.51M in Q2 2022.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Guidance Point Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.