Stokes Family Office’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
57,843
-2,935
| -5% | -$71.2K | 0.15% | 108 |
|
|
2025
Q1 | $1.47M | Buy |
60,778
+4,353
| +8% | +$105K | 0.17% | 103 |
|
|
2024
Q4 | $1.36M | Hold |
56,425
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $1.37M | Hold |
56,425
| – | – | 0.15% | 102 |
|
|
2024
Q2 | $1.34M | Hold |
56,425
| – | – | 0.16% | 103 |
|
|
2024
Q1 | $1.35M | Hold |
56,425
| – | – | 0.17% | 101 |
|
|
2023
Q4 | $1.35M | Buy |
56,425
+11,500
| +26% | +$275K | 0.18% | 97 |
|
|
2023
Q3 | $1.05M | Buy |
44,925
+10,925
| +32% | +$255K | 0.12% | 129 |
|
|
2023
Q2 | $798K | Hold |
34,000
| – | – | 0.09% | 140 |
|
|
2023
Q1 | $807K | Hold |
34,000
| – | – | 0.1% | 133 |
|
|
2022
Q4 | $794K | Hold |
34,000
| – | – | 0.1% | 127 |
|
|
2022
Q3 | $785K | Hold |
34,000
| – | – | 0.11% | 119 |
|
|
2022
Q2 | $809K | Hold |
34,000
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $838K | Sell |
34,000
-2,600
| -7% | -$64.1K | 0.11% | 118 |
|
|
2021
Q4 | $954K | Hold |
36,600
| – | – | 0.12% | 109 |
|
|
2021
Q3 | $970K | Hold |
36,600
| – | – | 0.13% | 96 |
|
|
2021
Q2 | $974K | Hold |
36,600
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $965K | Hold |
36,600
| – | – | 0.15% | 94 |
|
|
2020
Q4 | $992K | Hold |
36,600
| – | – | 0.2% | 82 |
|
|
2020
Q3 | $982K | Hold |
36,600
| – | – | 0.22% | 78 |
|
|
2020
Q2 | $976K | Hold |
36,600
| – | – | 0.25% | 75 |
|
|
2020
Q1 | $899K | Hold |
36,600
| – | – | 0.24% | 71 |
|
|
2019
Q4 | $936K | Buy |
+36,600
| New | +$936K | 0.21% | 76 |
|