CVA Family Office’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$857K	Hold	33,960	–	–	0.08%	138
2026 Q1	$860K	Buy	33,960 +11,745	+53%	+$299K	0.09%	124
2025 Q4	$565K	Buy	22,215 +5,377	+32%	+$137K	0.07%	155
2025 Q3	$430K	Buy	16,838 +50	+0.3%	+$1.27K	0.06%	192
2025 Q2	$427K	Buy	16,788 +50	+0.3%	+$1.26K	0.06%	186
2025 Q1	$423K	Buy	16,738 +33	+0.2%	+$827	0.06%	183
2024 Q4	$416K	Buy	16,705 +2,185	+15%	+$54.9K	0.07%	180
2024 Q3	$371K	Buy	14,520 +9,915	+215%	+$250K	0.06%	178
2024 Q2	$114K	Buy	+4,605	New	+$114K	0.02%	330

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

CVA Family Office held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 33,960 shares worth $857K. The position accounts for 0.08% of the portfolio, ranked #138.

CVA Family Office first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $860K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

CVA Family Office held 33,960 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $857K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #138 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
CVA Family Office's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $860K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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