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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

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

Guidance Point Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 3.9% in Q1 2026, buying an estimated $342K and bringing the position to 413,119 shares worth $9.04M. The position accounts for 2.14% of the portfolio, ranked #8.

Guidance Point Advisors first reported a position in IBDV in Q1 2022 and has held it in 17 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Guidance Point Advisors held 413,119 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $9.04M as of Q1 2026.
Guidance Point Advisors bought 15,503 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $342K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.14% of Guidance Point Advisors's portfolio in Q1 2026, its #8 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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