Guidance Point Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.25M	Buy	+216,466	New	+$5.24M	1.1%	20
2026 Q2	–	Hold	0	–	–	–	21
2026 Q1	–	Hold	0	–	–	–	20
2025 Q4	–	Hold	0	–	–	–	20
2025 Q3	–	Hold	0	–	–	–	22
2025 Q2	–	Hold	0	–	–	–	21
2025 Q1	–	Hold	0	–	–	–	19
2024 Q4	–	Hold	0	–	–	–	20
2024 Q3	–	Hold	0	–	–	–	20
2024 Q2	–	Hold	0	–	–	–	18
2024 Q1	–	Hold	0	–	–	–	19
2023 Q4	–	Hold	0	–	–	–	19
2023 Q3	–	Hold	0	–	–	–	20
2023 Q2	–	Hold	0	–	–	–	24
2023 Q1	–	Hold	0	–	–	–	18
2022 Q4	–	Sell	-131,494	Closed	-$3.05M	–	15
2022 Q3	$3.05M	Buy	131,494 +16,805	+15%	+$400K	1.39%	18
2022 Q2	$2.73M	Buy	114,689 +64,285	+128%	+$1.55M	1.18%	21
2022 Q1	$1.84M	Buy	+50,404	New	+$1.27M	0.7%	30

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Guidance Point Advisors's IBDR Position: Q3 2026 in Review

Guidance Point Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 216,466 shares worth $5.25M. The stake represents 1.1% of the portfolio and ranks #20 among its holdings. This is a return to the name: Guidance Point Advisors previously reported a position in IBDR as recently as Q3 2022.

Guidance Point Advisors first reported a position in IBDR in Q1 2022 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Guidance Point Advisors held 216,466 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.25M as of Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Guidance Point Advisors position in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.1% of Guidance Point Advisors's portfolio in Q3 2026, its #20 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2022 and has held it in 4 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.