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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
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 $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NovaPoint Capital's IBDY Position: Q1 2026 in Review

NovaPoint Capital opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026: 48,982 shares worth $1.27M. The stake represents 0.32% of the portfolio and ranks #72 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in IBDY as recently as Q3 2025.

NovaPoint Capital first reported a position in IBDY in Q1 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • NovaPoint Capital held 48,982 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.27M as of Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new NovaPoint Capital position in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.32% of NovaPoint Capital's portfolio in Q1 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 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.