CVA Family Office’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$642K	Hold	27,720	–	–	0.06%	177
2026 Q1	$645K	Buy	27,720 +12,765	+85%	+$299K	0.07%	162
2025 Q4	$350K	Buy	14,955 +10,655	+248%	+$250K	0.04%	216
2025 Q3	$101K	Hold	4,300	–	–	0.01%	415
2025 Q2	$100K	Hold	4,300	–	–	0.01%	402
2025 Q1	$99.5K	Hold	4,300	–	–	0.02%	388
2024 Q4	$98K	Hold	4,300	–	–	0.02%	391
2024 Q3	$101K	Buy	+4,300	New	+$99.7K	0.02%	365

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

CVA Family Office held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 27,720 shares worth $642K. The position accounts for 0.06% of the portfolio, ranked #177.

CVA Family Office first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $645K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

CVA Family Office held 27,720 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $642K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of CVA Family Office's portfolio in Q2 2026, its #177 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
CVA Family Office's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $645K in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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