CFO
IBDP

CVA Family Office’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

CVA Family Office’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed -$101K – 1351
2024
Q3 		$101K Hold
4,000
– – 0.02% 366
2024
Q2 		$101K Hold
4,000
– – 0.02% 353
2024
Q1 		$100K Buy
+4,000
New +$99.9K 0.02% 354

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CVA Family Office's IBDP Position: Q4 2024 in Review

CVA Family Office sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 4,000 shares — an estimated $101K sold.

CVA Family Office first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $101K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • CVA Family Office reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • CVA Family Office sold 4,000 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $101K.
  • CVA Family Office first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • CVA Family Office's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $101K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.