CVA Family Office’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.5K	Hold	4,565	–	–	0.01%	471
2026 Q1	$99.9K	Hold	4,565	–	–	0.01%	455
2025 Q4	$101K	Hold	4,565	–	–	0.01%	418
2025 Q3	$101K	Hold	4,565	–	–	0.01%	414
2025 Q2	$100K	Hold	4,565	–	–	0.01%	401
2025 Q1	$99.2K	Hold	4,565	–	–	0.02%	389
2024 Q4	$97.5K	Hold	4,565	–	–	0.02%	396
2024 Q3	$101K	Buy	+4,565	New	+$99.6K	0.02%	364

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

CVA Family Office held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 4,565 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #471.

CVA Family Office first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2024. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

CVA Family Office held 4,565 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $99.5K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #471 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
CVA Family Office's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $101K in Q3 2024.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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