Guidance Point Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.84M	Buy	422,142 +14,361	+4%	+$303K	2.09%	9
2025 Q4	$8.62M	Buy	407,781 +64,907	+19%	+$1.38M	2%	9
2025 Q3	$7.28M	Buy	342,874 +10,825	+3%	+$228K	1.75%	9
2025 Q2	$6.99M	Buy	332,049 +2,480	+0.8%	+$51.2K	1.79%	12
2025 Q1	$6.84M	Buy	329,569 +3,066	+0.9%	+$62.9K	1.95%	11
2024 Q4	$6.64M	Buy	326,503 +7,206	+2%	+$149K	1.87%	12
2024 Q3	$6.78M	Sell	319,297 -18,127	-5%	-$378K	1.98%	12
2024 Q2	$6.85M	Buy	337,424 +53,888	+19%	+$1.09M	2.14%	10
2024 Q1	$5.81M	Buy	283,536 +30,533	+12%	+$624K	1.9%	12
2023 Q4	$5.25M	Buy	253,003 +52,300	+26%	+$1.03M	1.94%	12
2023 Q3	$3.89M	Buy	200,703 +18,212	+10%	+$362K	1.58%	12
2023 Q2	$3.7M	Buy	182,491 +158,088	+648%	+$3.23M	1.42%	18
2023 Q1	$504K	Buy	24,403 +5,004	+26%	+$102K	0.2%	49
2022 Q4	$386K	Buy	+19,399	New	+$384K	0.16%	53

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

Guidance Point Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.5% in Q1 2026, buying an estimated $303K and bringing the position to 422,142 shares worth $8.84M. The position accounts for 2.09% of the portfolio, ranked #9.

Guidance Point Advisors first reported a position in IBDW in Q4 2022 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Guidance Point Advisors held 422,142 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.84M as of Q1 2026.
Guidance Point Advisors bought 14,361 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $303K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.09% of Guidance Point Advisors's portfolio in Q1 2026, its #9 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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