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 Q3	$5.92M	Buy	+245,323	New	+$5.93M	1.24%	19
2026 Q2	–	Hold	0	–	–	–	19
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

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

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

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

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

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

Guidance Point Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 245,323 shares worth $5.92M. The stake represents 1.24% of the portfolio and ranks #19 among its holdings. This is a return to the name: Guidance Point Advisors previously reported a position in IBDS as recently as Q3 2022.

Guidance Point Advisors first reported a position in IBDS in Q1 2022 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Guidance Point Advisors held 245,323 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.92M as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Guidance Point Advisors position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.24% of Guidance Point Advisors's portfolio in Q3 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 4 quarters since.
138 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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