Guidance Point Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Guidance Point Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	13,815 +324	+2%	+$6.56K	0.06%	86
2026 Q1	$275K	Buy	13,491 +608	+5%	+$12.5K	0.07%	80
2025 Q4	$264K	Buy	12,883 +272	+2%	+$5.61K	0.06%	81
2025 Q3	$259K	Buy	12,611 +2,284	+22%	+$46.7K	0.06%	81
2025 Q2	$212K	Buy	10,327 +27	+0.3%	+$547	0.05%	81
2025 Q1	$209K	Buy	+10,300	New	+$206K	0.06%	81

Other funds holding IBTL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.4% in Q2 2026, buying an estimated $6.56K and bringing the position to 13,815 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #86.

Guidance Point Advisors first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Guidance Point Advisors held 13,815 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $279K as of Q2 2026.
Guidance Point Advisors bought 324 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $6.56K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.06% of Guidance Point Advisors's portfolio in Q2 2026, its #86 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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