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CVA Family Office’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

CVA Family Office’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Hold
9,700
– – 0.02% 304
2026
Q1 		$245K Buy
+9,700
New +$247K 0.03% 290

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

CVA Family Office held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 9,700 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #304.

CVA Family Office first reported a position in IBDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • CVA Family Office held 9,700 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $244K as of Q2 2026.
  • CVA Family Office left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #304 holding.
  • CVA Family Office first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $245K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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