CVA Family Office’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311K	Hold	11,949	–	–	0.03%	263
2026 Q1	$311K	Buy	11,949 +9,385	+366%	+$247K	0.03%	242
2025 Q4	$67.6K	Hold	2,564	–	–	0.01%	504
2025 Q3	$67.9K	Hold	2,564	–	–	0.01%	494
2025 Q2	$67K	Hold	2,564	–	–	0.01%	489
2025 Q1	$66.1K	Hold	2,564	–	–	0.01%	471
2024 Q4	$65.3K	Buy	+2,564	New	+$66.4K	0.01%	466

Other funds holding IBDZ

CIA

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

ACA

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

CVA Family Office held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 11,949 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #263.

CVA Family Office first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

CVA Family Office held 11,949 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $311K as of Q2 2026.
CVA Family Office left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #263 holding.
CVA Family Office first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
CVA Family Office's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $311K in Q1 2026.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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