Number of Shares
300,780.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
1.98%
Total Estimate Gain
$41,485.29
% of Total Estimate Gain
0.57%

Guidance Point Advisors, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, Guidance Point Advisors, LLC held 300,780.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $6.96 Mil. This investment constitutes 1.98% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.27% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2022Q1. And since then Guidance Point Advisors, LLC has made 13 purchases of IBDU, at an average price of $23.02, for a total of 316,093.00 shares. In addition, there have been 1 sales at an average price of $23.18 for 15,313.00 shares. Based on historical transaction data and IBDU's current price of $23.15, Guidance Point Advisors, LLC's estimated gain on his IBDU holdings is $41,485.29, reflecting a 0.57% gain to date.

Guidance Point Advisors, LLC IBDU ($23.15) Holding Chart

Guidance Point Advisors, LLC IBDU ($23.15) 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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