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 Q3	$7.73M	Buy	315,793 +26,713	+9%	+$674K	1.62%	14
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

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 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

Klingman & Associates New York $2.41B AUM 15.13% 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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 9.2% in Q3 2026, buying an estimated $674K and bringing the position to 315,793 shares worth $7.73M. The position accounts for 1.62% of the portfolio, ranked #14.

Guidance Point Advisors first reported a position in IBDY in Q1 2024 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Guidance Point Advisors held 315,793 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $7.73M as of Q3 2026.
Guidance Point Advisors bought 26,713 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $674K.
iShares iBonds Dec 2033 Term Corporate ETF made up 1.62% of Guidance Point Advisors's portfolio in Q3 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 11 quarters since.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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