GPA
IBDZ

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 4% in Q2 2026, buying an estimated $293K and bringing the position to 292,677 shares worth $7.62M. The position accounts for 1.61% of the portfolio, ranked #14.

Guidance Point Advisors first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Guidance Point Advisors held 292,677 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $7.62M as of Q2 2026.
  • Guidance Point Advisors bought 11,269 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $293K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 1.61% of Guidance Point Advisors's portfolio in Q2 2026, its #14 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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