Guidance Point Advisors, LLC IBDZ Holdings History
Number of Shares
197,063.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-59,608.34
% of Total Estimate Gain
-1.16%
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 $25.79, Guidance Point Advisors, LLC's estimated gain on his IBDZ holdings is $-59,608.34, reflecting a -1.16% gain to date.
Guidance Point Advisors, LLC IBDZ ($25.79) Holding Chart
Guidance Point Advisors, LLC IBDZ ($25.79) 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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