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

Guidance Point Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Guidance Point Advisors's IBDY Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5% in Q1 2026, buying an estimated $348K and bringing the position to 278,279 shares worth $7.19M. The position accounts for 1.7% of the portfolio, ranked #14.

Guidance Point Advisors first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Guidance Point Advisors held 278,279 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $7.19M as of Q1 2026.
  • Guidance Point Advisors bought 13,318 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $348K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.7% of Guidance Point Advisors's portfolio in Q1 2026, its #14 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.