Guidance Point Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.91M	Buy	341,567 +19,279	+6%	+$447K	1.67%	13
2026 Q1	$7.5M	Buy	322,288 +7,931	+3%	+$186K	1.78%	12
2025 Q4	$7.36M	Buy	314,357 +7,979	+3%	+$187K	1.71%	12
2025 Q3	$7.19M	Buy	306,378 +5,292	+2%	+$124K	1.73%	11
2025 Q2	$7.02M	Buy	301,086 +306	+0.1%	+$7.06K	1.8%	11
2025 Q1	$6.96M	Buy	300,780 +2,842	+1%	+$65.2K	1.98%	8
2024 Q4	$6.79M	Buy	297,938 +5,995	+2%	+$138K	1.91%	9
2024 Q3	$6.86M	Sell	291,943 -15,313	-5%	-$355K	2%	10
2024 Q2	$6.97M	Buy	307,256 +48,162	+19%	+$1.09M	2.17%	9
2024 Q1	$5.91M	Buy	259,094 +23,354	+10%	+$533K	1.93%	10
2023 Q4	$5.44M	Buy	235,740 +44,737	+23%	+$992K	2.01%	10
2023 Q3	$4.18M	Buy	191,003 +16,515	+9%	+$367K	1.7%	10
2023 Q2	$3.92M	Buy	174,488 +3,664	+2%	+$83.1K	1.5%	13
2023 Q1	$3.91M	Buy	170,824 +15,372	+10%	+$347K	1.58%	14
2022 Q4	$3.45M	Buy	155,452 +20,328	+15%	+$448K	1.46%	18
2022 Q3	$2.96M	Buy	135,124 +18,965	+16%	+$435K	1.35%	21
2022 Q2	$2.65M	Buy	116,159 +65,315	+128%	+$1.52M	1.15%	24
2022 Q1	$1.84M	Buy	+50,844	New	+$1.28M	0.7%	28

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Guidance Point Advisors's IBDU Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 6% in Q2 2026, buying an estimated $447K and bringing the position to 341,567 shares worth $7.91M. The position accounts for 1.67% of the portfolio, ranked #13.

Guidance Point Advisors first reported a position in IBDU in Q1 2022 and has held it in 18 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Guidance Point Advisors held 341,567 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $7.91M as of Q2 2026.
Guidance Point Advisors bought 19,279 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $447K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.67% of Guidance Point Advisors's portfolio in Q2 2026, its #13 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.