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Ishares Tr shares owned by Guidance Point Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Guidance Point Advisors from 13F filings

Historical chart of Guidance Point Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Guidance Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Guidance Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 251k 26.23
2025-06-30 $6.3M 244k 25.90
2025-03-31 $6.0M 234k 25.56
2024-12-31 $5.8M 230k 25.10
2024-09-30 $5.8M 221k 26.40
2024-06-30 $5.9M 235k 25.20
2024-03-31 $4.6M 179k 25.48