Guidance Point Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	–	–	19
2025 Q2	–	Hold	0	–	–	–	18
2025 Q1	–	Hold	0	–	–	–	21
2024 Q4	–	Hold	0	–	–	–	21
2024 Q3	–	Hold	0	–	–	–	21
2024 Q2	–	Hold	0	–	–	–	20
2024 Q1	–	Hold	0	–	–	–	20
2023 Q4	–	Hold	0	–	–	–	20
2023 Q3	–	Hold	0	–	–	–	21
2023 Q2	–	Hold	0	–	–	–	22
2023 Q1	–	Hold	0	–	–	–	12
2022 Q4	–	Sell	-126,329	Closed	-$3.06M	–	14
2022 Q3	$3.06M	Buy	126,329 +14,408	+13%	+$355K	1.39%	17
2022 Q2	$2.76M	Buy	111,921 +62,809	+128%	+$1.56M	1.19%	20
2022 Q1	$1.84M	Buy	+49,112	New	+$1.27M	0.7%	31

Other funds holding IBDQ

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

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Guidance Point Advisors's IBDQ Position: Q3 2025 in Review

Guidance Point Advisors held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q3 2025 at 0 shares worth $4.52M. The position accounts for 1.09% of the portfolio, ranked #19.

Guidance Point Advisors first reported a position in IBDQ in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.06M in Q3 2022. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Guidance Point Advisors held 0 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $4.52M as of Q3 2025.
Guidance Point Advisors left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 1.09% of Guidance Point Advisors's portfolio in Q3 2025, its #19 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and has held it in 3 quarters since.
Guidance Point Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.06M in Q3 2022.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Guidance Point Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.