Guidance Point Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Buy	15,121 +506	+3%	+$11.5K	0.07%	78
2026 Q1	$335K	Buy	14,615 +902	+7%	+$20.8K	0.08%	73
2025 Q4	$316K	Buy	13,713 +239	+2%	+$5.54K	0.07%	74
2025 Q3	$312K	Buy	13,474 +2,510	+23%	+$57.7K	0.08%	72
2025 Q2	$253K	Buy	10,964 +775	+8%	+$17.6K	0.06%	76
2025 Q1	$233K	Buy	+10,189	New	+$229K	0.07%	76

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Guidance Point Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 15,121 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #78.

Guidance Point Advisors first reported a position in IBTM in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Guidance Point Advisors held 15,121 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $343K as of Q2 2026.
Guidance Point Advisors bought 506 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $11.5K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.07% of Guidance Point Advisors's portfolio in Q2 2026, its #78 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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