Guidance Point Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$239K Buy
10,699
+241
+2% +$5.39K 0.05% 96
2026
Q1
$235K Buy
10,458
+534
+5% +$12K 0.06% 88
2025
Q4
$223K Buy
9,924
+234
+2% +$5.26K 0.05% 87
2025
Q3
$218K Buy
+9,690
New +$218K 0.05% 90

Other funds holding IBTH

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

Guidance Point Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.3% in Q2 2026, buying an estimated $5.39K and bringing the position to 10,699 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #96.

Guidance Point Advisors first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Guidance Point Advisors held 10,699 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $239K as of Q2 2026.
  • Guidance Point Advisors bought 241 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $5.39K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Guidance Point Advisors's portfolio in Q2 2026, its #96 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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