CVA Family Office’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

CVA Family Office’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,835	Closed	-$96.6K	–	1323
2025 Q3	$96.6K	Hold	3,835	–	–	0.01%	425
2025 Q2	$96.6K	Hold	3,835	–	–	0.01%	406
2025 Q1	$96.5K	Hold	3,835	–	–	0.01%	395
2024 Q4	$96.1K	Hold	3,835	–	–	0.02%	400
2024 Q3	$96.3K	Hold	3,835	–	–	0.02%	379
2024 Q2	$95.3K	Buy	+3,835	New	+$95K	0.02%	364

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CVA Family Office's IBDQ Position: Q4 2025 in Review

CVA Family Office sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 3,835 shares — an estimated $96.6K sold.

CVA Family Office first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $96.6K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

CVA Family Office reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
CVA Family Office sold 3,835 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $96.6K.
CVA Family Office first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
CVA Family Office's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $96.6K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on CVA Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.