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NovaPoint Capital’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

NovaPoint Capital’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
54,469
+5,487
+11% +$141K 0.29% 72
2026
Q1 		$1.27M Buy
+48,982
New +$1.28M 0.32% 72
2025
Q4 		– Sell
-41,000
Closed -$1.08M – 106
2025
Q3 		$1.08M Buy
41,000
+4,008
+11% +$104K 0.26% 76
2025
Q2 		$958K Buy
36,992
+774
+2% +$19.6K 0.29% 67
2025
Q1 		$926K Buy
+36,218
New +$916K 0.29% 75

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NovaPoint Capital's IBDY Position: Q2 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 11% in Q2 2026, buying an estimated $141K and bringing the position to 54,469 shares worth $1.4M. The position accounts for 0.29% of the portfolio, ranked #72.

NovaPoint Capital first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • NovaPoint Capital held 54,469 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.4M as of Q2 2026.
  • NovaPoint Capital bought 5,487 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $141K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.29% of NovaPoint Capital's portfolio in Q2 2026, its #72 holding.
  • NovaPoint Capital first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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