CVA Family Office’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.1K	Hold	2,520	–	–	0.01%	566
2026 Q1	$61.1K	Hold	2,520	–	–	0.01%	556
2025 Q4	$61.1K	Hold	2,520	–	–	0.01%	517
2025 Q3	$61.2K	Hold	2,520	–	–	0.01%	515
2025 Q2	$61.1K	Hold	2,520	–	–	0.01%	510
2025 Q1	$61K	Hold	2,520	–	–	0.01%	484
2024 Q4	$60.7K	Hold	2,520	–	–	0.01%	487
2024 Q3	$61.2K	Hold	2,520	–	–	0.01%	466
2024 Q2	$60K	Hold	2,520	–	–	0.01%	458
2024 Q1	$60.1K	Buy	+2,520	New	+$60.1K	0.01%	456

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CVA Family Office's IBDR Position: Q2 2026 in Review

CVA Family Office held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 2,520 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #566.

CVA Family Office first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.2K in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

CVA Family Office held 2,520 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $61.1K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #566 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
CVA Family Office's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $61.2K in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.