NC
IBDQ

NovaPoint Capital’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

NovaPoint Capital’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-489,318
Closed -$12.3M – 105
2025
Q3 		$12.3M Sell
489,318
-11,221
-2% -$282K 3.02% 6
2025
Q2 		$12.6M Buy
500,539
+11,482
+2% +$288K 3.86% 4
2025
Q1 		$12.3M Sell
489,057
-6,505
-1% -$163K 3.79% 2
2024
Q4 		$12.4M Buy
495,562
+449,417
+974% +$11.3M 3.79% 4
2024
Q3 		$1.16M Buy
46,145
+30,179
+189% +$753K 0.36% 64
2024
Q2 		$397K Sell
15,966
-32,265
-67% -$799K 0.13% 98
2024
Q1 		$1.2M Buy
48,231
+6,897
+17% +$171K 0.42% 63
2023
Q4 		$1.02M Buy
41,334
+158
+0.4% +$3.87K 0.38% 64
2023
Q3 		$1M Sell
41,176
-1,944
-5% -$47.4K 0.4% 62
2023
Q2 		$1.05M Buy
43,120
+771
+2% +$18.9K 0.39% 64
2023
Q1 		$1.04M Buy
42,349
+59
+0.1% +$1.44K 0.43% 60
2022
Q4 		$1.03M Sell
42,290
-53,950
-56% -$1.31M 0.45% 54
2022
Q3 		$2.32M Buy
96,240
+3,148
+3% +$77.7K 1.06% 40
2022
Q2 		$2.3M Sell
93,092
-35,569
-28% -$886K 1% 43
2022
Q1 		$3.25M Sell
128,661
-1,920
-1% -$49.5K 1.18% 33
2021
Q4 		$3.45M Buy
130,581
+3,663
+3% +$97.4K 1.24% 30
2021
Q3 		$3.41M Buy
126,918
+14,623
+13% +$394K 1.37% 25
2021
Q2 		$3.03M Buy
112,295
+13,582
+14% +$366K 1.25% 28
2021
Q1 		$2.65M Buy
98,713
+9,939
+11% +$269K 1.24% 30
2020
Q4 		$2.43M Buy
88,774
+10,025
+13% +$273K 1.27% 33
2020
Q3 		$2.14M Buy
78,749
+24,292
+45% +$660K 1.38% 24
2020
Q2 		$1.47M Buy
54,457
+8,156
+18% +$214K 1.09% 37
2020
Q1 		$1.16M Buy
46,301
+18,620
+67% +$480K 1.06% 39
2019
Q4 		$718K Buy
+27,681
New +$716K 0.56% 56

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NovaPoint Capital's IBDQ Position: Q4 2025 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 489,318 shares — an estimated $12.3M sold.

NovaPoint Capital first reported a position in IBDQ in Q4 2019 and held it in 24 quarters. The position peaked at $12.6M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • NovaPoint Capital reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • NovaPoint Capital sold 489,318 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $12.3M.
  • NovaPoint Capital first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 24 quarters.
  • NovaPoint Capital's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.6M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on NovaPoint Capital's 13F filing for Q4 2025, filed 21 Jan 2026.