Guidance Point Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Hold	0	–	–	–	69
2024 Q1	–	Hold	0	–	–	–	69
2023 Q2	–	Hold	0	–	–	–	68
2023 Q1	–	Hold	0	–	–	–	50
2022 Q4	–	Sell	-24,384	Closed	-$594K	–	51
2022 Q3	$593K	Buy	24,384 +2,872	+13%	+$70.9K	0.27%	47
2022 Q2	$532K	Buy	21,512 +2,089	+11%	+$51.9K	0.23%	55
2022 Q1	$487K	Buy	+19,423	New	+$495K	0.18%	61

Other funds holding IBDP

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

RJFSA

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guidance Point Advisors's IBDP Position: Q2 2024 in Review

Guidance Point Advisors held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q2 2024 at 0 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #69.

Guidance Point Advisors first reported a position in IBDP in Q1 2022 and has held it in 3 quarters since. The position peaked at $593K in Q3 2022. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Guidance Point Advisors held 0 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $247K as of Q2 2024.
Guidance Point Advisors left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q2 2024.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.08% of Guidance Point Advisors's portfolio in Q2 2024, its #69 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and has held it in 3 quarters since.
Guidance Point Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $593K in Q3 2022.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Guidance Point Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.