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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return