SFO
IBDM

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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$692K Sell
2021
Q2 		$836K Hold
2021
Q1 		$839K Hold
2020
Q4 		$841K Hold
2020
Q3 		$845K Sell
2020
Q2 		$924K Hold
2020
Q1 		$906K Hold
2019
Q4 		$917K Buy