Guidance Point Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Buy	9,003 +42	+0.5%	+$995	0.04%	103
2026 Q2	$216K	Buy	8,961 +445	+5%	+$10.8K	0.05%	100
2026 Q1	$208K	Buy	+8,516	New	+$209K	0.05%	96

Other funds holding IBTO

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SPP

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.47% in Q3 2026, buying an estimated $995 and bringing the position to 9,003 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #103.

Guidance Point Advisors first reported a position in IBTO in Q1 2026 and has held it in 3 quarters since. The position peaked at $216K in Q2 2026. 18 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Guidance Point Advisors held 9,003 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $207K as of Q3 2026.
Guidance Point Advisors bought 42 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $995.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.04% of Guidance Point Advisors's portfolio in Q3 2026, its #103 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
Guidance Point Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $216K in Q2 2026.
18 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

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