Guidance Point Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.68M	Buy	311,851 +19,174	+7%	+$488K	1.61%	15
2026 Q2	$7.62M	Buy	292,677 +11,269	+4%	+$293K	1.61%	14
2026 Q1	$7.33M	Buy	281,408 +23,567	+9%	+$621K	1.74%	13
2025 Q4	$6.8M	Buy	257,841 +19,357	+8%	+$512K	1.58%	15
2025 Q3	$6.31M	Buy	238,484 +25,593	+12%	+$670K	1.52%	15
2025 Q2	$5.56M	Buy	212,891 +15,828	+8%	+$405K	1.43%	16
2025 Q1	$5.08M	Buy	197,063 +10,305	+6%	+$263K	1.45%	16
2024 Q4	$4.75M	Buy	186,758 +25,996	+16%	+$673K	1.34%	16
2024 Q3	$4.29M	Buy	+160,762	New	+$4.21M	1.25%	19

Other funds holding IBDZ

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

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

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

Guidance Point Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 6.6% in Q3 2026, buying an estimated $488K and bringing the position to 311,851 shares worth $7.68M. The position accounts for 1.61% of the portfolio, ranked #15.

Guidance Point Advisors first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Guidance Point Advisors held 311,851 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $7.68M as of Q3 2026.
Guidance Point Advisors bought 19,174 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $488K.
iShares iBonds Dec 2034 Term Corporate ETF made up 1.61% of Guidance Point Advisors's portfolio in Q3 2026, its #15 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
35 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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