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

Guidance Point Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.3% in Q2 2026, buying an estimated $5.43K and bringing the position to 10,803 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #97.

Guidance Point Advisors first reported a position in IBTI in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Guidance Point Advisors held 10,803 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $239K as of Q2 2026.
  • Guidance Point Advisors bought 245 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $5.43K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Guidance Point Advisors's portfolio in Q2 2026, its #97 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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