Guidance Point Advisors, LLC IBDU holdings history
ISHARES IBONDS DEC 2029 TERM · CUSIP 46436E205 · CIK 1767710
As of 2026-06-30, Guidance Point Advisors, LLC reported 341.57K IBDU (shares), valued at $7.91M, or 1.67% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 5.98%; reported value increased 5.53%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.67% | 341,567 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 1.78% | 322,288 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.71% | 314,357 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.73% | 306,378 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.80% | 301,086 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.98% | 300,780 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.91% | 297,938 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.00% | 291,943 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 2.17% | 307,256 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 1.93% | 259,094 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.01% | 235,740 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 1.70% | 191,003 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.70% | 191,003 | $4.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 2.01% | 235,740 | $5.44M | Shares increased 23.42%; reported value increased 30.02%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.93% | 259,094 | $5.91M | Shares increased 9.91%; reported value increased 8.72%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.17% | 307,256 | $6.97M | Shares increased 18.59%; reported value increased 17.81%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 2.00% | 291,943 | $6.86M | Shares decreased 4.98%; reported value decreased 1.46%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 1.91% | 297,938 | $6.79M | Shares increased 2.05%; reported value decreased 1.03%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.98% | 300,780 | $6.96M | Shares increased 0.95%; reported value increased 2.42%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.80% | 301,086 | $7.02M | Shares increased 0.10%; reported value increased 0.97%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.73% | 306,378 | $7.19M | Shares increased 1.76%; reported value increased 2.37%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 1.71% | 314,357 | $7.36M | Shares increased 2.60%; reported value increased 2.32%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.78% | 322,288 | $7.50M | Shares increased 2.52%; reported value increased 1.89%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.67% | 341,567 | $7.91M | Shares increased 5.98%; reported value increased 5.53%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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