Guidance Point Advisors
IBTG icon

Guidance Point Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Guidance Point Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$240K Buy
10,494
+12
+0.1% +$274 0.05% 98
2026
Q2 		$240K Buy
10,482
+233
+2% +$5.33K 0.05% 95
2026
Q1 		$235K Buy
10,249
+521
+5% +$11.9K 0.06% 87
2025
Q4 		$223K Buy
9,728
+227
+2% +$5.2K 0.05% 88
2025
Q3 		$218K Buy
+9,501
New +$217K 0.05% 92

Other funds holding IBTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.11% in Q3 2026, buying an estimated $274 and bringing the position to 10,494 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #98.

Guidance Point Advisors first reported a position in IBTG in Q3 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Guidance Point Advisors held 10,494 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $240K as of Q3 2026.
  • Guidance Point Advisors bought 12 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $274.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Guidance Point Advisors's portfolio in Q3 2026, its #98 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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