Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Guidance Point Advisors, LLC

$339 Million
Q1 2025

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 180,394 shares of IBDT stock, worth $4.58 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

180,394

Previous 176,533 2.19%

Holding current value

$4.58 Million

Previous $4.4 Million 3.66%

% of portfolio

1.34%

Previous 1.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.79 - $25.26 $95,714 - $97,528	3,861 Added 2.19%	180,394 $4.56 Million
Q4 2024 Feb 12, 2025	BUY	$24.82 - $25.48 $81,533 - $83,701	3,285 Added 1.9%	176,533 $4.4 Million
Q3 2024 Oct 30, 2024	SELL	$24.62 - $25.59 $195,802 - $203,517	-7,953 Reduced 4.39%	173,248 $4.42 Million
Q2 2024 Jul 26, 2024	BUY	$24.4 - $24.86 $650,284 - $662,543	26,651 Added 17.24%	181,201 $4.49 Million
Q1 2024 May 10, 2024	BUY	$24.69 - $25.14 $178,681 - $181,938	7,237 Added 4.91%	154,550 $3.85 Million
Q4 2023 Jan 30, 2024	BUY	$23.63 - $25.1 $643,657 - $683,698	27,239 Added 22.69%	147,313 $3.7 Million
Q3 2023 Nov 06, 2023	BUY	$23.94 - $24.67 $244,068 - $251,510	10,195 Added 9.28%	120,074 $2.89 Million
Q2 2023 Jul 24, 2023	SELL	$24.43 - $25.1 $1.18 Million - $1.21 Million	-48,123 Reduced 30.46%	109,879 $2.69 Million
Q1 2023 Apr 20, 2023	BUY	$24.16 - $25.2 $333,818 - $348,188	13,817 Added 9.58%	158,002 $3.94 Million
Q4 2022 Jan 18, 2023	BUY	$23.29 - $24.79 $416,681 - $443,517	17,891 Added 14.17%	144,185 $0
Q3 2022 Oct 14, 2022	BUY	$23.63 - $25.66 $404,451 - $439,196	17,116 Added 15.68%	126,294 $3.02 Million
Q2 2022 Jul 28, 2022	BUY	$24.36 - $26.23 $1.48 Million - $1.59 Million	60,791 Added 125.63%	109,178 $2.73 Million
Q1 2022 May 05, 2022	BUY	$26.1 - $28.23 $1.26 Million - $1.37 Million	48,387 New	48,387 $1.87 Million

Others Institutions Holding IBDT

# of Institutions

377

Shares Held

87.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guidance Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guidance Point Advisors, LLC with notifications on news.

Account

Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History