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 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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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

CIM

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Guidance Point Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 5.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 8,961 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #100.

Guidance Point Advisors first reported a position in IBTO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Guidance Point Advisors held 8,961 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $216K as of Q2 2026.
Guidance Point Advisors bought 445 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $10.8K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.05% of Guidance Point Advisors's portfolio in Q2 2026, its #100 holding.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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