SFO
IBDL

Stokes Family Office’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Stokes Family Office’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-26,810
Closed -$676K – 176
2020
Q3 		$676K Sell
26,810
-6,190
-19% -$156K 0.15% 95
2020
Q2 		$836K Hold
33,000
– – 0.21% 80
2020
Q1 		$832K Hold
33,000
– – 0.22% 74
2019
Q4 		$835K Buy
+33,000
New +$835K 0.19% 81