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 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	$2.73M	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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Guidance Point Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4% in Q1 2026, buying an estimated $248K and bringing the position to 252,277 shares worth $6.39M. The position accounts for 1.51% of the portfolio, ranked #17.

Guidance Point Advisors first reported a position in IBDT in Q1 2022 and has held it in 17 quarters since. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Guidance Point Advisors held 252,277 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.39M as of Q1 2026.
Guidance Point Advisors bought 9,757 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $248K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.51% of Guidance Point Advisors's portfolio in Q1 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 17 quarters since.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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