Stokes Family Office’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
55,962
| – | – | 0.15% | 107 |
|
|
2025
Q1 | $1.41M | Buy |
55,962
+5,452
| +11% | +$137K | 0.16% | 106 |
|
|
2024
Q4 | $1.27M | Hold |
50,510
| – | – | 0.14% | 108 |
|
|
2024
Q3 | $1.27M | Buy |
50,510
+725
| +1% | +$18.2K | 0.14% | 105 |
|
|
2024
Q2 | $1.24M | Hold |
49,785
| – | – | 0.15% | 106 |
|
|
2024
Q1 | $1.24M | Hold |
49,785
| – | – | 0.15% | 105 |
|
|
2023
Q4 | $1.23M | Buy |
49,785
+5,000
| +11% | +$124K | 0.17% | 100 |
|
|
2023
Q3 | $1.09M | Buy |
44,785
+10,785
| +32% | +$263K | 0.13% | 125 |
|
|
2023
Q2 | $829K | Hold |
34,000
| – | – | 0.1% | 137 |
|
|
2023
Q1 | $834K | Hold |
34,000
| – | – | 0.1% | 130 |
|
|
2022
Q4 | $827K | Sell |
34,000
-2,550
| -7% | -$62K | 0.11% | 120 |
|
|
2022
Q3 | $882K | Hold |
36,550
| – | – | 0.13% | 114 |
|
|
2022
Q2 | $903K | Hold |
36,550
| – | – | 0.12% | 113 |
|
|
2022
Q1 | $923K | Hold |
36,550
| – | – | 0.12% | 108 |
|
|
2021
Q4 | $966K | Hold |
36,550
| – | – | 0.12% | 106 |
|
|
2021
Q3 | $981K | Hold |
36,550
| – | – | 0.14% | 95 |
|
|
2021
Q2 | $986K | Sell |
36,550
-2,000
| -5% | -$54K | 0.14% | 97 |
|
|
2021
Q1 | $1.03M | Hold |
38,550
| – | – | 0.16% | 89 |
|
|
2020
Q4 | $1.06M | Hold |
38,550
| – | – | 0.21% | 79 |
|
|
2020
Q3 | $1.05M | Sell |
38,550
-8,000
| -17% | -$217K | 0.24% | 73 |
|
|
2020
Q2 | $1.26M | Hold |
46,550
| – | – | 0.32% | 66 |
|
|
2020
Q1 | $1.16M | Hold |
46,550
| – | – | 0.31% | 64 |
|
|
2019
Q4 | $1.21M | Buy |
+46,550
| New | +$1.21M | 0.27% | 65 |
|