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CVA Family Office’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

CVA Family Office’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Sell
2,499
-760
-23% -$39.8K 0.01% 420
2026
Q1 		$171K Buy
3,259
+50
+2% +$2.64K 0.02% 355
2025
Q4 		$170K Hold
3,209
– – 0.02% 321
2025
Q3 		$170K Hold
3,209
– – 0.02% 321
2025
Q2 		$169K Hold
3,209
– – 0.02% 318
2025
Q1 		$168K Buy
3,209
+377
+13% +$19.6K 0.03% 306
2024
Q4 		$146K Buy
2,832
+575
+25% +$29.9K 0.02% 320
2024
Q3 		$119K Buy
2,257
+904
+67% +$47K 0.02% 343
2024
Q2 		$69.3K Hold
1,353
– – 0.01% 427
2024
Q1 		$69.4K Hold
1,353
– – 0.01% 424
2023
Q4 		$69.4K Buy
+1,353
New +$67.9K 0.01% 404
2023
Q3 		– Sell
-1,459
Closed -$73.2K – 573
2023
Q2 		$73.2K Hold
1,459
– – 0.02% 362
2023
Q1 		$73.7K Buy
1,459
+1
+0.1% +$50 0.02% 362
2022
Q4 		$72.6K Buy
1,458
+1
+0.1% +$50 0.02% 335
2022
Q3 		$72K Hold
1,457
– – 0.02% 291
2022
Q2 		$74K Buy
1,457
+1
+0.1% +$51 0.02% 285
2022
Q1 		$75K Hold
1,456
– – 0.02% 313
2021
Q4 		$78K Buy
1,456
+3
+0.2% +$162 0.02% 283
2021
Q3 		$80K Sell
1,453
-2
-0.1% -$110 0.06% 134
2021
Q2 		$80K Buy
1,455
+1
+0.1% +$55 0.02% 279
2021
Q1 		$80K Hold
1,454
– – 0.03% 210
2020
Q4 		$80K Buy
1,454
+1
+0.1% +$55 0.05% 147
2020
Q3 		$80K Hold
1,453
– – 0.06% 134
2020
Q2 		$79K Buy
1,453
+1
+0.1% +$54 0.07% 129
2020
Q1 		$76K Buy
+1,452
New +$77.3K 0.08% 113

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CVA Family Office reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 23% in Q2 2026, selling an estimated $39.8K and leaving 2,499 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #420.

CVA Family Office first reported a position in IGSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $171K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • CVA Family Office held 2,499 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $131K as of Q2 2026.
  • CVA Family Office sold 760 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $39.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #420 holding.
  • CVA Family Office first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $171K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 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.