CVA Family Office’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Hold	17,570	–	–	0.04%	217
2026 Q1	$426K	Hold	17,570	–	–	0.04%	199
2025 Q4	$427K	Buy	17,570 +10,275	+141%	+$250K	0.05%	187
2025 Q3	$178K	Hold	7,295	–	–	0.02%	313
2025 Q2	$177K	Hold	7,295	–	–	0.02%	314
2025 Q1	$176K	Hold	7,295	–	–	0.03%	299
2024 Q4	$175K	Hold	7,295	–	–	0.03%	289
2024 Q3	$178K	Buy	7,295 +4,140	+131%	+$99.8K	0.03%	281
2024 Q2	$74.9K	Hold	3,155	–	–	0.01%	415
2024 Q1	$75.1K	Buy	+3,155	New	+$75.1K	0.01%	409

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CVA Family Office held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 17,570 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #217.

CVA Family Office first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $427K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

CVA Family Office held 17,570 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $426K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of CVA Family Office's portfolio in Q2 2026, its #217 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
CVA Family Office's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $427K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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