Stokes Family Office’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-29,462	Closed	-$742K	–	313
2025 Q3	$742K	Sell	29,462 -26,500	-47%	-$666K	0.07%	145
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%	+$18.1K	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%	+$122K	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%	-$61.8K	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	$1.05M	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	+$1.2M	0.27%	65

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stokes Family Office's IBDQ Position: Q4 2025 in Review

Stokes Family Office sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 29,462 shares — an estimated $742K sold.

Stokes Family Office first reported a position in IBDQ in Q4 2019 and held it in 24 quarters. The position peaked at $1.41M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Stokes Family Office reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Stokes Family Office sold 29,462 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $742K.
Stokes Family Office first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 24 quarters.
Stokes Family Office's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.41M in Q2 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Stokes Family Office's 13F filing for Q4 2025, filed 18 Feb 2026.