Stokes Family Office’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$651K	Sell	26,843 -14,000	-34%	-$339K	0.07%	169
2025 Q4	$990K	Hold	40,843	–	–	0.09%	135
2025 Q3	$992K	Sell	40,843 -17,000	-29%	-$412K	0.09%	129
2025 Q2	$1.4M	Sell	57,843 -2,935	-5%	-$70.9K	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%	+$270K	0.18%	97
2023 Q3	$1.05M	Buy	44,925 +10,925	+32%	+$256K	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%	-$65.8K	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	+$931K	0.21%	76

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stokes Family Office's IBDR Position: Q1 2026 in Review

Stokes Family Office reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 34% in Q1 2026, selling an estimated $339K and leaving 26,843 shares worth $651K. The position accounts for 0.07% of the portfolio, ranked #169.

Stokes Family Office first reported a position in IBDR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.47M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Stokes Family Office held 26,843 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $651K as of Q1 2026.
Stokes Family Office sold 14,000 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $339K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #169 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.47M in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.