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 Q3	$1.43M	Buy	71,174 +4,450	+7%	+$91.3K	0.31%	70
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

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

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 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

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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

NovaPoint Capital's IBDW Position: Q3 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.7% in Q3 2026, buying an estimated $91.3K and bringing the position to 71,174 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #70.

NovaPoint Capital first reported a position in IBDW in Q2 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

NovaPoint Capital held 71,174 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.43M as of Q3 2026.
NovaPoint Capital bought 4,450 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $91.3K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.31% of NovaPoint Capital's portfolio in Q3 2026, its #70 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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