Guidance Point Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.44M Buy
289,080
+10,801
+4% +$278K 1.57% 15
2026
Q1
$7.19M Buy
278,279
+13,318
+5% +$348K 1.7% 14
2025
Q4
$6.93M Buy
264,961
+14,364
+6% +$376K 1.61% 14
2025
Q3
$6.57M Buy
250,597
+7,146
+3% +$185K 1.59% 14
2025
Q2
$6.31M Buy
243,451
+9,995
+4% +$253K 1.62% 14
2025
Q1
$5.97M Buy
233,456
+3,078
+1% +$77.8K 1.7% 14
2024
Q4
$5.78M Buy
230,378
+9,788
+4% +$251K 1.63% 14
2024
Q3
$5.82M Sell
220,590
-14,424
-6% -$374K 1.7% 14
2024
Q2
$5.92M Buy
235,014
+55,689
+31% +$1.39M 1.85% 14
2024
Q1
$4.57M Buy
+179,325
New +$4.56M 1.49% 15

Other funds holding IBDY

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

Guidance Point Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 3.9% in Q2 2026, buying an estimated $278K and bringing the position to 289,080 shares worth $7.44M. The position accounts for 1.57% of the portfolio, ranked #15.

Guidance Point Advisors first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Guidance Point Advisors held 289,080 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $7.44M as of Q2 2026.
  • Guidance Point Advisors bought 10,801 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $278K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.57% of Guidance Point Advisors's portfolio in Q2 2026, its #15 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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