NovaPoint Capital’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

NovaPoint Capital’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	66,724 +1,540	+2%	+$32.1K	0.29%	73
2026 Q1	$1.36M	Buy	65,184 +879	+1%	+$18.6K	0.34%	68
2025 Q4	$1.36M	Buy	64,305 +6,840	+12%	+$145K	0.35%	66
2025 Q3	$1.22M	Buy	57,465 +4,995	+10%	+$105K	0.3%	69
2025 Q2	$1.1M	Buy	52,470 +532	+1%	+$11K	0.34%	64
2025 Q1	$1.08M	Buy	51,938 +933	+2%	+$19.1K	0.33%	66
2024 Q4	$1.04M	Buy	51,005 +2,229	+5%	+$46.1K	0.32%	65
2024 Q3	$1.04M	Buy	48,776 +5,256	+12%	+$110K	0.32%	66
2024 Q2	$883K	Buy	+43,520	New	+$878K	0.3%	67

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

NovaPoint Capital's IBDW Position: Q2 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.4% in Q2 2026, buying an estimated $32.1K and bringing the position to 66,724 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #73.

NovaPoint Capital first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

NovaPoint Capital held 66,724 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.39M as of Q2 2026.
NovaPoint Capital bought 1,540 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $32.1K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.29% of NovaPoint Capital's portfolio in Q2 2026, its #73 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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