Guidance Point Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$206K Buy
8,574
+44
+0.5% +$1.09K 0.04% 104
2026
Q2
$217K Buy
8,530
+252
+3% +$6.41K 0.05% 99
2026
Q1
$212K Buy
8,278
+491
+6% +$12.7K 0.05% 93
2025
Q4
$201K Buy
+7,787
New +$202K 0.05% 93

Other funds holding IBTP

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

Guidance Point Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 0.52% in Q3 2026, buying an estimated $1.09K and bringing the position to 8,574 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #104.

Guidance Point Advisors first reported a position in IBTP in Q4 2025 and has held it in 4 quarters since. The position peaked at $217K in Q2 2026. 6 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

  • Guidance Point Advisors held 8,574 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $206K as of Q3 2026.
  • Guidance Point Advisors bought 44 iShares iBonds Dec 2034 Term Treasury ETF shares in Q3 2026, an estimated $1.09K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.04% of Guidance Point Advisors's portfolio in Q3 2026, its #104 holding.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Guidance Point Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $217K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

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