Guidance Point Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.7M	Buy	458,556 +26,879	+6%	+$579K	2.03%	9
2026 Q2	$9.41M	Buy	431,677 +18,558	+4%	+$405K	1.99%	9
2026 Q1	$9.04M	Buy	413,119 +15,503	+4%	+$342K	2.14%	8
2025 Q4	$8.78M	Buy	397,616 +73,262	+23%	+$1.62M	2.03%	8
2025 Q3	$7.18M	Buy	324,354 +4,644	+1%	+$102K	1.73%	12
2025 Q2	$7.03M	Buy	319,710 +539	+0.2%	+$11.7K	1.81%	10
2025 Q1	$6.93M	Buy	319,171 +1,648	+0.5%	+$35.4K	1.97%	9
2024 Q4	$6.78M	Buy	317,523 +6,569	+2%	+$142K	1.91%	10
2024 Q3	$6.89M	Sell	310,954 -17,115	-5%	-$373K	2.01%	9
2024 Q2	$6.97M	Buy	328,069 +51,622	+19%	+$1.09M	2.18%	8
2024 Q1	$5.92M	Buy	276,447 +24,437	+10%	+$523K	1.93%	9
2023 Q4	$5.45M	Buy	252,010 +49,164	+24%	+$1.02M	2.02%	9
2023 Q3	$4.13M	Buy	202,846 +16,972	+9%	+$354K	1.68%	11
2023 Q2	$3.94M	Buy	185,874 +6,395	+4%	+$136K	1.51%	12
2023 Q1	$3.86M	Buy	179,479 +16,208	+10%	+$345K	1.56%	17
2022 Q4	$3.4M	Buy	163,271 +21,278	+15%	+$439K	1.44%	19
2022 Q3	$2.89M	Buy	141,993 +19,148	+16%	+$411K	1.32%	22
2022 Q2	$2.63M	Buy	122,845 +69,417	+130%	+$1.52M	1.13%	25
2022 Q1	$1.84M	Buy	+53,428	New	+$1.28M	0.7%	32

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

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

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

Guidance Point Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.2% in Q3 2026, buying an estimated $579K and bringing the position to 458,556 shares worth $9.7M. The position accounts for 2.03% of the portfolio, ranked #9.

Guidance Point Advisors first reported a position in IBDV in Q1 2022 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Guidance Point Advisors held 458,556 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.7M as of Q3 2026.
Guidance Point Advisors bought 26,879 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $579K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.03% of Guidance Point Advisors's portfolio in Q3 2026, its #9 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2022 and has held it in 19 quarters since.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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