Stokes Family Office’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-28,000	Closed	-$692K	–	264
2021 Q3	$692K	Sell	28,000 -5,750	-17%	-$142K	0.1%	117
2021 Q2	$836K	Hold	33,750	–	–	0.12%	107
2021 Q1	$839K	Hold	33,750	–	–	0.13%	100
2020 Q4	$841K	Hold	33,750	–	–	0.17%	88
2020 Q3	$845K	Sell	33,750 -3,000	-8%	-$75.3K	0.19%	82
2020 Q2	$924K	Hold	36,750	–	–	0.23%	78
2020 Q1	$906K	Hold	36,750	–	–	0.24%	70
2019 Q4	$917K	Buy	+36,750	New	+$918K	0.2%	77

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stokes Family Office's IBDM Position: Q4 2021 in Review

Stokes Family Office sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 28,000 shares — an estimated $692K sold.

Stokes Family Office first reported a position in IBDM in Q4 2019 and held it in 8 quarters. The position peaked at $924K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Stokes Family Office reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Stokes Family Office sold 28,000 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $692K.
Stokes Family Office first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 8 quarters.
Stokes Family Office's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $924K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Stokes Family Office's 13F filing for Q4 2021, filed 15 Feb 2022.