Guidance Point Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.2M	Buy	325,556 +9,880	+3%	+$249K	1.73%	11
2026 Q1	$7.98M	Buy	315,676 +11,699	+4%	+$298K	1.89%	11
2025 Q4	$7.76M	Buy	303,977 +22,018	+8%	+$564K	1.8%	11
2025 Q3	$7.22M	Buy	281,959 +3,546	+1%	+$90K	1.74%	10
2025 Q2	$7.04M	Buy	278,413 +2,261	+0.8%	+$56.1K	1.81%	9
2025 Q1	$6.9M	Buy	276,152 +3,527	+1%	+$87.2K	1.97%	10
2024 Q4	$6.7M	Buy	272,625 +5,917	+2%	+$148K	1.88%	11
2024 Q3	$6.86M	Sell	266,708 -11,604	-4%	-$293K	2%	11
2024 Q2	$6.84M	Buy	278,312 +44,547	+19%	+$1.09M	2.13%	11
2024 Q1	$5.8M	Buy	233,765 +25,430	+12%	+$630K	1.89%	13
2023 Q4	$5.26M	Buy	208,335 +43,061	+26%	+$1.03M	1.94%	11
2023 Q3	$3.88M	Buy	165,274 +14,778	+10%	+$357K	1.58%	13
2023 Q2	$3.71M	Buy	+150,496	New	+$3.73M	1.42%	17

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.1% in Q2 2026, buying an estimated $249K and bringing the position to 325,556 shares worth $8.2M. The position accounts for 1.73% of the portfolio, ranked #11.

Guidance Point Advisors first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Guidance Point Advisors held 325,556 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $8.2M as of Q2 2026.
Guidance Point Advisors bought 9,880 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $249K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.73% of Guidance Point Advisors's portfolio in Q2 2026, its #11 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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