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CVA Family Office’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

CVA Family Office’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Hold
29,142
– – 0.07% 159
2026
Q1 		$753K Buy
29,142
+9,480
+48% +$247K 0.08% 139
2025
Q4 		$514K Hold
19,662
– – 0.06% 166
2025
Q3 		$516K Hold
19,662
– – 0.07% 166
2025
Q2 		$509K Hold
19,662
– – 0.07% 166
2025
Q1 		$503K Hold
19,662
– – 0.08% 165
2024
Q4 		$494K Hold
19,662
– – 0.08% 160
2024
Q3 		$519K Buy
19,662
+280
+1% +$7.25K 0.08% 145
2024
Q2 		$488K Buy
19,382
+16,627
+604% +$416K 0.09% 141
2024
Q1 		$70.2K Buy
+2,755
New +$70K 0.01% 422

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

CVA Family Office held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 29,142 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #159.

CVA Family Office first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $753K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • CVA Family Office held 29,142 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $750K as of Q2 2026.
  • CVA Family Office left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #159 holding.
  • CVA Family Office first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • CVA Family Office's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $753K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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