Guidance Point Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	19
2025 Q4	–	Hold	0	–	–	–	19
2025 Q3	–	Hold	0	–	–	–	18
2025 Q2	–	Hold	0	–	–	–	19
2025 Q1	–	Hold	0	–	–	–	18
2024 Q4	–	Hold	0	–	–	–	18
2024 Q3	–	Hold	0	–	–	–	18
2024 Q2	–	Hold	0	–	–	–	17
2024 Q1	–	Hold	0	–	–	–	17
2023 Q4	–	Hold	0	–	–	–	18
2023 Q3	–	Hold	0	–	–	–	22
2023 Q2	–	Hold	0	–	–	–	25
2023 Q1	–	Hold	0	–	–	–	15
2022 Q4	–	Sell	-131,098	Closed	-$3.04M	–	16
2022 Q3	$3.03M	Buy	131,098 +17,385	+15%	+$415K	1.38%	19
2022 Q2	$2.71M	Buy	113,713 +63,820	+128%	+$1.54M	1.17%	23
2022 Q1	$1.84M	Buy	+49,893	New	+$1.28M	0.7%	29

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

SVWAG

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Guidance Point Advisors's IBDS Position: Q1 2026 in Review

Guidance Point Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 0 shares worth $5.27M. The position accounts for 1.25% of the portfolio, ranked #19.

Guidance Point Advisors first reported a position in IBDS in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.03M in Q3 2022. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Guidance Point Advisors held 0 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.27M as of Q1 2026.
Guidance Point Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.25% of Guidance Point Advisors's portfolio in Q1 2026, its #19 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 3 quarters since.
Guidance Point Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.03M in Q3 2022.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.