NC
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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return