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 Q3	$9.21M	Buy	459,182 +28,044	+7%	+$576K	1.93%	10
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

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

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.5% in Q3 2026, buying an estimated $576K and bringing the position to 459,182 shares worth $9.21M. The position accounts for 1.93% of the portfolio, ranked #10.

Guidance Point Advisors first reported a position in IBDW in Q4 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Guidance Point Advisors held 459,182 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $9.21M as of Q3 2026.
Guidance Point Advisors bought 28,044 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $576K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.93% of Guidance Point Advisors's portfolio in Q3 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 16 quarters since.
98 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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