NovaPoint Capital’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

NovaPoint Capital’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	54,642 +2,388	+5%	+$60.2K	0.29%	75
2026 Q1	$1.32M	Buy	52,254 +922	+2%	+$23.5K	0.33%	69
2025 Q4	$1.31M	Buy	51,332 +5,515	+12%	+$141K	0.34%	67
2025 Q3	$1.17M	Buy	45,817 +3,981	+10%	+$101K	0.29%	73
2025 Q2	$1.06M	Buy	41,836 +370	+0.9%	+$9.18K	0.32%	66
2025 Q1	$1.04M	Buy	41,466 +1,867	+5%	+$46.2K	0.32%	70
2024 Q4	$973K	Buy	39,599 +1,971	+5%	+$49.3K	0.3%	68
2024 Q3	$967K	Buy	37,628 +3,664	+11%	+$92.5K	0.3%	72
2024 Q2	$834K	Buy	+33,964	New	+$830K	0.28%	70

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

NovaPoint Capital's IBDX Position: Q2 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.6% in Q2 2026, buying an estimated $60.2K and bringing the position to 54,642 shares worth $1.38M. The position accounts for 0.29% of the portfolio, ranked #75.

NovaPoint Capital first reported a position in IBDX in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

NovaPoint Capital held 54,642 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.38M as of Q2 2026.
NovaPoint Capital bought 2,388 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $60.2K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.29% of NovaPoint Capital's portfolio in Q2 2026, its #75 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
222 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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