Number of Shares
276,152.00
Current Holdings Value*
$6.90 Mil
% of Portfolio
1.97%
Total Estimate Gain
$135,745.69
% of Total Estimate Gain
1.92%

Guidance Point Advisors, LLC's iShares iBonds Dec 2032 Term Corporate ETF Holding Summary

As of 2025-03-31, Guidance Point Advisors, LLC held 276,152.00 shares of iShares iBonds Dec 2032 Term Corporate ETF(IBDX), totaling $6.90 Mil. This investment constitutes 1.97% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.65% of the outstanding iShares iBonds Dec 2032 Term Corporate ETF(IBDX) stock.

The initial trade took place in 2023Q2. And since then Guidance Point Advisors, LLC has made 7 purchases of IBDX, at an average price of $24.55, for a total of 287,756.00 shares. In addition, there have been 1 sales at an average price of $25.25 for 11,604.00 shares. Based on historical transaction data and IBDX's current price of $25.02, Guidance Point Advisors, LLC's estimated gain on his IBDX holdings is $135,745.69, reflecting a 1.92% gain to date.

Guidance Point Advisors, LLC IBDX ($25.02) Holding Chart

Guidance Point Advisors, LLC IBDX ($25.02) 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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