NovaPoint Capital’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

NovaPoint Capital’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	63,431 +3,274	+5%	+$71.4K	0.29%	74
2026 Q1	$1.32M	Buy	60,157 +1,110	+2%	+$24.5K	0.33%	71
2025 Q4	$1.3M	Buy	59,047 +7,271	+14%	+$161K	0.34%	68
2025 Q3	$1.15M	Buy	51,776 +3,509	+7%	+$77.2K	0.28%	74
2025 Q2	$1.06M	Sell	48,267 -620	-1%	-$13.4K	0.33%	65
2025 Q1	$1.06M	Buy	48,887 +891	+2%	+$19.1K	0.33%	68
2024 Q4	$1.03M	Buy	47,996 +2,775	+6%	+$60K	0.31%	66
2024 Q3	$1M	Buy	45,221 +6,068	+15%	+$132K	0.31%	69
2024 Q2	$832K	Buy	+39,153	New	+$827K	0.28%	71

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

NovaPoint Capital's IBDV Position: Q2 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.4% in Q2 2026, buying an estimated $71.4K and bringing the position to 63,431 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #74.

NovaPoint Capital first reported a position in IBDV in Q2 2024 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

NovaPoint Capital held 63,431 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.38M as of Q2 2026.
NovaPoint Capital bought 3,274 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $71.4K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.29% of NovaPoint Capital's portfolio in Q2 2026, its #74 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.