Number of Shares
197,063.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-61,578.97
% of Total Estimate Gain
-1.20%

Guidance Point Advisors, LLC's iBonds Dec 2034 Term Corporate ETF Holding Summary

As of 2025-03-31, Guidance Point Advisors, LLC held 197,063.00 shares of iBonds Dec 2034 Term Corporate ETF(IBDZ), totaling $5.08 Mil. This investment constitutes 1.45% of their stock portfolio, and Guidance Point Advisors, LLC now holds 1.54% of the outstanding iBonds Dec 2034 Term Corporate ETF(IBDZ) stock.

The initial trade took place in 2024Q3. And since then Guidance Point Advisors, LLC has made 3 purchases of IBDZ, at an average price of $26.09, for a total of 197,063.00 shares. Based on historical transaction data and IBDZ's current price of $25.78, Guidance Point Advisors, LLC's estimated gain on his IBDZ holdings is $-61,578.97, reflecting a -1.20% gain to date.

Guidance Point Advisors, LLC IBDZ ($25.78) Holding Chart

Guidance Point Advisors, LLC IBDZ ($25.78) 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 %

Top Ranked Articles

  • 1