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 Q3	$1.43M	Buy	58,432 +3,963	+7%	+$100K	0.31%	68
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

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NovaPoint Capital's IBDY Position: Q3 2026 in Review

NovaPoint Capital increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.3% in Q3 2026, buying an estimated $100K and bringing the position to 58,432 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #68.

NovaPoint Capital first reported a position in IBDY in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

NovaPoint Capital held 58,432 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.43M as of Q3 2026.
NovaPoint Capital bought 3,963 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $100K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.31% of NovaPoint Capital's portfolio in Q3 2026, its #68 holding.
NovaPoint Capital first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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