Guidance Point Advisors
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Guidance Point Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Guidance Point Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.96M Buy
278,785
+11,844
+4% +$298K 1.46% 17
2026
Q2 		$6.74M Buy
266,941
+14,664
+6% +$370K 1.42% 18
2026
Q1 		$6.39M Buy
252,277
+9,757
+4% +$248K 1.51% 17
2025
Q4 		$6.17M Buy
242,520
+44,604
+23% +$1.14M 1.43% 16
2025
Q3 		$5.05M Buy
197,916
+16,895
+9% +$429K 1.22% 17
2025
Q2 		$4.6M Buy
181,021
+627
+0.3% +$15.8K 1.18% 17
2025
Q1 		$4.56M Buy
180,394
+3,861
+2% +$96.7K 1.3% 17
2024
Q4 		$4.4M Buy
176,533
+3,285
+2% +$82.5K 1.24% 19
2024
Q3 		$4.42M Sell
173,248
-7,953
-4% -$201K 1.29% 17
2024
Q2 		$4.49M Buy
181,201
+26,651
+17% +$657K 1.4% 16
2024
Q1 		$3.85M Buy
154,550
+7,237
+5% +$180K 1.26% 18
2023
Q4 		$3.7M Buy
147,313
+27,239
+23% +$662K 1.37% 17
2023
Q3 		$2.89M Buy
120,074
+10,195
+9% +$248K 1.17% 23
2023
Q2 		$2.69M Sell
109,879
-48,123
-30% -$1.19M 1.03% 23
2023
Q1 		$3.94M Buy
158,002
+13,817
+10% +$341K 1.59% 13
2022
Q4 		$3.5M Buy
144,185
+17,891
+14% +$431K 1.48% 17
2022
Q3 		$3.02M Buy
126,294
+17,116
+16% +$427K 1.38% 20
2022
Q2 		$2.72M Buy
109,178
+60,791
+126% +$1.54M 1.18% 22
2022
Q1 		$1.87M Buy
+48,387
New +$1.32M 0.71% 25

Other funds holding IBDT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.4% in Q3 2026, buying an estimated $298K and bringing the position to 278,785 shares worth $6.96M. The position accounts for 1.46% of the portfolio, ranked #17.

Guidance Point Advisors first reported a position in IBDT in Q1 2022 and has held it in 19 quarters since. 197 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Guidance Point Advisors held 278,785 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.96M as of Q3 2026.
  • Guidance Point Advisors bought 11,844 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $298K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.46% of Guidance Point Advisors's portfolio in Q3 2026, its #17 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and has held it in 19 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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