Stokes Family Office’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $656K | Hold |
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|
2024
Q2 | $639K | Hold |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $911K | Sell |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1.12M | Hold |
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|
2020
Q3 | $1.11M | Hold |
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|
2020
Q2 | $1.1M | Hold |
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|
2020
Q1 | $999K | Hold |
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|
2019
Q4 | $1.06M | Buy |
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