Guidance Point Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$401K Buy
20,529
+1,867
+10% +$36.6K 0.08% 71
2026
Q1
$368K Buy
18,662
+622
+3% +$12.3K 0.09% 70
2025
Q4
$358K Buy
18,040
+281
+2% +$5.59K 0.08% 69
2025
Q3
$353K Buy
17,759
+2,368
+15% +$46.9K 0.09% 69
2025
Q2
$305K Buy
15,391
+843
+6% +$16.5K 0.08% 70
2025
Q1
$286K Buy
14,548
+2,200
+18% +$42.6K 0.08% 71
2024
Q4
$237K Hold
12,348
0.07% 74
2024
Q3
$248K Buy
12,348
+371
+3% +$7.34K 0.07% 75
2024
Q2
$231K Buy
+11,977
New +$229K 0.07% 71

Other funds holding IBTK

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

Guidance Point Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 10% in Q2 2026, buying an estimated $36.6K and bringing the position to 20,529 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #71.

Guidance Point Advisors first reported a position in IBTK in Q2 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Guidance Point Advisors held 20,529 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $401K as of Q2 2026.
  • Guidance Point Advisors bought 1,867 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $36.6K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.08% of Guidance Point Advisors's portfolio in Q2 2026, its #71 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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