SFO
IBDP

Stokes Family Office’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stokes Family Office’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,750
Closed -$1.15M – 256
2024
Q3 		$1.15M Hold
45,750
– – 0.13% 109
2024
Q2 		$1.15M Hold
45,750
– – 0.13% 110
2024
Q1 		$1.15M Sell
45,750
-4,000
-8% -$99.9K 0.14% 107
2023
Q4 		$1.24M Buy
49,750
+5,000
+11% +$124K 0.17% 99
2023
Q3 		$1.11M Buy
44,750
+10,750
+32% +$265K 0.13% 122
2023
Q2 		$837K Hold
34,000
– – 0.1% 135
2023
Q1 		$836K Hold
34,000
– – 0.1% 129
2022
Q4 		$830K Hold
34,000
– – 0.11% 119
2022
Q3 		$828K Sell
34,000
-2,500
-7% -$61.7K 0.12% 117
2022
Q2 		$903K Hold
36,500
– – 0.12% 114
2022
Q1 		$916K Hold
36,500
– – 0.12% 111
2021
Q4 		$946K Hold
36,500
– – 0.12% 110
2021
Q3 		$960K Hold
36,500
– – 0.13% 97
2021
Q2 		$963K Hold
36,500
– – 0.14% 99
2021
Q1 		$963K Hold
36,500
– – 0.15% 95
2020
Q4 		$970K Hold
36,500
– – 0.19% 84
2020
Q3 		$965K Sell
36,500
-3,000
-8% -$79.4K 0.22% 79
2020
Q2 		$1.04M Hold
39,500
– – 0.26% 70
2020
Q1 		$976K Hold
39,500
– – 0.26% 68
2019
Q4 		$1.01M Buy
+39,500
New +$1.01M 0.23% 72

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stokes Family Office's IBDP Position: Q4 2024 in Review

Stokes Family Office sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 45,750 shares — an estimated $1.15M sold.

Stokes Family Office first reported a position in IBDP in Q4 2019 and held it in 20 quarters. The position peaked at $1.24M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Stokes Family Office reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Stokes Family Office sold 45,750 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.15M.
  • Stokes Family Office first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 20 quarters.
  • Stokes Family Office's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.24M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Stokes Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.