A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 291,943 shares of IBDU stock, worth $6.71 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
291,943
Previous 307,256 4.98%
Holding current value
$6.71 Million
Previous $6.97 Million 1.46%
% of portfolio
2.07%
Previous 2.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$22.51 - $23.57 $344,695 - $360,927
-15,313 Reduced 4.98%
291,943 $6.86 Million
Q2 2024

Jul 26, 2024

BUY
$22.29 - $22.77 $1.07 Million - $1.1 Million
48,162 Added 18.59%
307,256 $6.97 Million
Q1 2024

May 10, 2024

BUY
$22.61 - $23.1 $528,033 - $539,477
23,354 Added 9.91%
259,094 $5.91 Million
Q4 2023

Jan 30, 2024

BUY
$21.44 - $23.11 $959,161 - $1.03 Million
44,737 Added 23.42%
235,740 $5.44 Million
Q3 2023

Nov 06, 2023

BUY
$21.83 - $22.62 $360,522 - $373,569
16,515 Added 9.46%
191,003 $4.18 Million
Q2 2023

Jul 24, 2023

BUY
$22.32 - $23.04 $81,780 - $84,418
3,664 Added 2.14%
174,488 $3.92 Million
Q1 2023

Apr 20, 2023

BUY
$21.99 - $23.12 $338,030 - $355,400
15,372 Added 9.89%
170,824 $3.91 Million
Q4 2022

Jan 18, 2023

BUY
$21.21 - $22.74 $431,156 - $462,258
20,328 Added 15.04%
155,452 $0
Q3 2022

Oct 14, 2022

BUY
$21.55 - $23.64 $408,695 - $448,332
18,965 Added 16.33%
135,124 $2.96 Million
Q2 2022

Jul 28, 2022

BUY
$22.39 - $24.47 $1.46 Million - $1.6 Million
65,315 Added 128.46%
116,159 $2.65 Million
Q1 2022

May 05, 2022

BUY
$24.25 - $26.14 $1.23 Million - $1.33 Million
50,844 New
50,844 $1.84 Million

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC and customize your updates to receive the information that matters most to you.

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.