Stokes Family Office’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$867K	Buy	35,784 +4,915	+16%	+$119K	0.1%	137
2026 Q1	$748K	Hold	30,869	–	–	0.08%	153
2025 Q4	$749K	Hold	30,869	–	–	0.07%	155
2025 Q3	$751K	Hold	30,869	–	–	0.07%	143
2025 Q2	$749K	Sell	30,869 -2,500	-7%	-$60.3K	0.08%	131
2025 Q1	$807K	Buy	33,369 +6,434	+24%	+$155K	0.09%	130
2024 Q4	$645K	Hold	26,935	–	–	0.07%	138
2024 Q3	$656K	Hold	26,935	–	–	0.07%	137
2024 Q2	$639K	Hold	26,935	–	–	0.07%	138
2024 Q1	$641K	Hold	26,935	–	–	0.08%	135
2023 Q4	$645K	Buy	26,935 +9,000	+50%	+$210K	0.09%	127
2023 Q3	$415K	Buy	+17,935	New	+$419K	0.05%	204
2022 Q1	–	Sell	-9,750	Closed	-$259K	–	268
2021 Q4	$259K	Sell	9,750 -24,000	-71%	-$639K	0.03%	210
2021 Q3	$911K	Sell	33,750 -7,000	-17%	-$190K	0.13%	100
2021 Q2	$1.1M	Hold	40,750	–	–	0.16%	88
2021 Q1	$1.09M	Hold	40,750	–	–	0.17%	85
2020 Q4	$1.12M	Hold	40,750	–	–	0.22%	75
2020 Q3	$1.11M	Hold	40,750	–	–	0.25%	71
2020 Q2	$1.1M	Hold	40,750	–	–	0.28%	68
2020 Q1	$999K	Hold	40,750	–	–	0.27%	67
2019 Q4	$1.06M	Buy	+40,750	New	+$1.06M	0.24%	67

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stokes Family Office's IBDS Position: Q2 2026 in Review

Stokes Family Office increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q2 2026, buying an estimated $119K and bringing the position to 35,784 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #137.

Stokes Family Office first reported a position in IBDS in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.12M in Q4 2020. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Stokes Family Office held 35,784 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $867K as of Q2 2026.
Stokes Family Office bought 4,915 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #137 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 21 quarters since.
Stokes Family Office's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.12M in Q4 2020.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.