Guidance Point Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$882K	Buy	40,480 +9,103	+29%	+$200K	0.18%	48
2026 Q2	$693K	Buy	31,377 +6,042	+24%	+$133K	0.15%	53
2026 Q1	$561K	Buy	25,335 +3,800	+18%	+$84.4K	0.13%	56
2025 Q4	$481K	Buy	21,535 +10,317	+92%	+$231K	0.11%	61
2025 Q3	$252K	Buy	+11,218	New	+$252K	0.06%	83

Other funds holding IBHG

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 29% in Q3 2026, buying an estimated $200K and bringing the position to 40,480 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #48.

Guidance Point Advisors first reported a position in IBHG in Q3 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Guidance Point Advisors held 40,480 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $882K as of Q3 2026.
Guidance Point Advisors bought 9,103 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $200K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.18% of Guidance Point Advisors's portfolio in Q3 2026, its #48 holding.
Guidance Point Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

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