CVA Family Office’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5K	Hold	446	–	–	﹤0.01%	797
2026 Q1	$21.6K	Hold	446	–	–	﹤0.01%	779
2025 Q4	$21.7K	Hold	446	–	–	﹤0.01%	682
2025 Q3	$21.8K	Hold	446	–	–	﹤0.01%	674
2025 Q2	$21.7K	Hold	446	–	–	﹤0.01%	671
2025 Q1	$21.6K	Buy	+446	New	+$21.4K	﹤0.01%	670

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

CVA Family Office held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 446 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

CVA Family Office first reported a position in ISTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.8K in Q3 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

CVA Family Office held 446 shares of iShares Core 1-5 Year USD Bond ETF worth $21.5K as of Q2 2026.
CVA Family Office left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #797 holding.
CVA Family Office first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
CVA Family Office's iShares Core 1-5 Year USD Bond ETF position peaked at $21.8K in Q3 2025.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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