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 Q2	$8.99M	Buy	431,138 +8,996	+2%	+$188K	1.9%	10
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.1% in Q2 2026, buying an estimated $188K and bringing the position to 431,138 shares worth $8.99M. The position accounts for 1.9% of the portfolio, ranked #10.

Guidance Point Advisors first reported a position in IBDW in Q4 2022 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Guidance Point Advisors held 431,138 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.99M as of Q2 2026.
Guidance Point Advisors bought 8,996 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $188K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.9% of Guidance Point Advisors's portfolio in Q2 2026, its #10 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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