Guidance Point Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$237K Buy
10,817
+14
+0.1% +$309 0.05% 100
2026
Q2
$239K Buy
10,803
+245
+2% +$5.43K 0.05% 97
2026
Q1
$235K Buy
10,558
+540
+5% +$12.1K 0.06% 86
2025
Q4
$224K Buy
10,018
+237
+2% +$5.31K 0.05% 86
2025
Q3
$219K Buy
+9,781
New +$218K 0.05% 89

Other funds holding IBTI

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

Guidance Point Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.13% in Q3 2026, buying an estimated $309 and bringing the position to 10,817 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #100.

Guidance Point Advisors first reported a position in IBTI in Q3 2025 and has held it in 5 quarters since. The position peaked at $239K in Q2 2026. 258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Guidance Point Advisors held 10,817 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $237K as of Q3 2026.
  • Guidance Point Advisors bought 14 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $309.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Guidance Point Advisors's portfolio in Q3 2026, its #100 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Guidance Point Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $239K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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