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 Q3	$8.34M	Buy	346,544 +20,988	+6%	+$519K	1.75%	11
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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

PPWM

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.4% in Q3 2026, buying an estimated $519K and bringing the position to 346,544 shares worth $8.34M. The position accounts for 1.75% of the portfolio, ranked #11.

Guidance Point Advisors first reported a position in IBDX in Q2 2023 and has held it in 14 quarters since. 45 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Guidance Point Advisors held 346,544 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $8.34M as of Q3 2026.
Guidance Point Advisors bought 20,988 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $519K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.75% of Guidance Point Advisors's portfolio in Q3 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 14 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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