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	Change in Stake	Trade Value	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

Other funds holding IBDL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Stokes Family Office's IBDL Position: Q4 2020 in Review

Stokes Family Office sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 26,810 shares — an estimated $676K sold.

Stokes Family Office first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $836K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Stokes Family Office reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Stokes Family Office sold 26,810 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $676K.
Stokes Family Office first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
Stokes Family Office's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $836K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Stokes Family Office's 13F filing for Q4 2020, filed 10 Feb 2021.