Stokes Family Office’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Stokes Family Office’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	44,950 +18,950	+73%	+$485K	0.13%	114
2026 Q1	$667K	Buy	26,000 +4,000	+18%	+$104K	0.07%	168
2025 Q4	$571K	Buy	+22,000	New	+$573K	0.05%	180

Other funds holding IBCA

CIA

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

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

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

MCM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

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

Stokes Family Office's IBCA Position: Q2 2026 in Review

Stokes Family Office increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 73% in Q2 2026, buying an estimated $485K and bringing the position to 44,950 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #114.

Stokes Family Office first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Stokes Family Office held 44,950 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.15M as of Q2 2026.
Stokes Family Office bought 18,950 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $485K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.13% of Stokes Family Office's portfolio in Q2 2026, its #114 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
94 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.