CVA Family Office’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.6K	Hold	1,196	–	–	0.01%	561
2026 Q1	$63.7K	Hold	1,196	–	–	0.01%	547
2025 Q4	$64.4K	Hold	1,196	–	–	0.01%	513
2025 Q3	$64.7K	Hold	1,196	–	–	0.01%	502
2025 Q2	$63.7K	Hold	1,196	–	–	0.01%	498
2025 Q1	$62.8K	Hold	1,196	–	–	0.01%	480
2024 Q4	$61.6K	Hold	1,196	–	–	0.01%	482
2024 Q3	$64.2K	Hold	1,196	–	–	0.01%	458
2024 Q2	$61.3K	Hold	1,196	–	–	0.01%	453
2024 Q1	$61.7K	Hold	1,196	–	–	0.01%	452
2023 Q4	$62.2K	Buy	+1,196	New	+$59.1K	0.01%	425
2023 Q3	–	Sell	-1,196	Closed	-$60.5K	–	572
2023 Q2	$60.5K	Hold	1,196	–	–	0.01%	403
2023 Q1	$61.3K	Hold	1,196	–	–	0.01%	401
2022 Q4	$59.2K	Hold	1,196	–	–	0.01%	381
2022 Q3	$58K	Hold	1,196	–	–	0.02%	330
2022 Q2	$61K	Hold	1,196	–	–	0.02%	322
2022 Q1	$66K	Hold	1,196	–	–	0.02%	337
2021 Q4	$71K	Hold	1,196	–	–	0.02%	301
2021 Q3	$73K	Hold	1,196	–	–	0.05%	143
2021 Q2	$72K	Hold	1,196	–	–	0.02%	293
2021 Q1	$71K	Hold	1,196	–	–	0.03%	230
2020 Q4	$74K	Hold	1,196	–	–	0.05%	153
2020 Q3	$73K	Hold	1,196	–	–	0.05%	143
2020 Q2	$72K	Hold	1,196	–	–	0.06%	133
2020 Q1	$66K	Buy	+1,196	New	+$69.1K	0.07%	125

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

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

CVA Family Office held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 1,196 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #561.

CVA Family Office first reported a position in IGIB in Q1 2020 and has held it in 25 quarters since. The position peaked at $74K in Q4 2020. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

CVA Family Office held 1,196 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $63.6K as of Q2 2026.
CVA Family Office left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #561 holding.
CVA Family Office first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $74K in Q4 2020.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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