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
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: Q1 2026 in Review

Guidance Point Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 5.4% in Q1 2026, buying an estimated $12K and bringing the position to 10,458 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #88.

Guidance Point Advisors first reported a position in IBTH in Q3 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Guidance Point Advisors held 10,458 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $235K as of Q1 2026.
  • Guidance Point Advisors bought 534 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $12K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.06% of Guidance Point Advisors's portfolio in Q1 2026, its #88 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.