Guidance Point Advisors, LLC IBDV Holdings History
Guidance Point Advisors, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, Guidance Point Advisors, LLC held 319,171.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $6.93 Mil. This investment constitutes 1.97% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.38% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2022Q1. And since then Guidance Point Advisors, LLC has made 13 purchases of IBDV, at an average price of $21.61, for a total of 336,286.00 shares. In addition, there have been 1 sales at an average price of $21.81 for 17,115.00 shares. Based on historical transaction data and IBDV's current price of $21.83, Guidance Point Advisors, LLC's estimated gain on his IBDV holdings is $72,664.13, reflecting a 1.00% gain to date.
Guidance Point Advisors, LLC IBDV ($21.83) Holding Chart
Guidance Point Advisors, LLC IBDV ($21.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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