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NovaPoint Capital’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

NovaPoint Capital’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48,824
Closed -$1.28M – 81
2025
Q4 		$1.28M Buy
+48,824
New +$1.21M 0.33% 70
2025
Q1 		– Sell
-34,274
Closed -$860K – 141
2024
Q4 		$860K Buy
34,274
+4,160
+14% +$101K 0.26% 72
2024
Q3 		$795K Buy
+30,114
New +$746K 0.25% 78

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NovaPoint Capital's IBTO Position: Q1 2026 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 48,824 shares — an estimated $1.28M sold.

NovaPoint Capital first reported a position in IBTO in Q3 2024 and held it in 3 quarters. The position peaked at $1.28M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • NovaPoint Capital reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • NovaPoint Capital sold 48,824 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $1.28M.
  • NovaPoint Capital first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • NovaPoint Capital's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.28M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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