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 Q3	$1.43M	Buy	67,648 +4,217	+7%	+$90.8K	0.31%	69
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital's IBDV Position: Q3 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.6% in Q3 2026, buying an estimated $90.8K and bringing the position to 67,648 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #69.

NovaPoint Capital first reported a position in IBDV in Q2 2024 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

NovaPoint Capital held 67,648 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.43M as of Q3 2026.
NovaPoint Capital bought 4,217 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $90.8K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.31% of NovaPoint Capital's portfolio in Q3 2026, its #69 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.