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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CVA Family Office's IGSB Position: Q1 2026 in Review

CVA Family Office increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q1 2026, buying an estimated $2.64K and bringing the position to 3,259 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #355.

CVA Family Office first reported a position in IGSB in Q1 2020 and has held it in 24 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • CVA Family Office held 3,259 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $171K as of Q1 2026.
  • CVA Family Office bought 50 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.64K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of CVA Family Office's portfolio in Q1 2026, its #355 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 24 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.