Stokes Family Office’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
22,465
| – | – | 0.06% | 150 |
|
|
2025
Q1 | $567K | Buy |
22,465
+1,170
| +5% | +$29.6K | 0.06% | 146 |
|
|
2024
Q4 | $530K | Hold |
21,295
| – | – | 0.06% | 156 |
|
|
2024
Q3 | $544K | Hold |
21,295
| – | – | 0.06% | 145 |
|
|
2024
Q2 | $527K | Hold |
21,295
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $530K | Hold |
21,295
| – | – | 0.07% | 143 |
|
|
2023
Q4 | $534K | Buy |
21,295
+10,500
| +97% | +$263K | 0.07% | 138 |
|
|
2023
Q3 | $259K | Buy |
+10,795
| New | +$259K | 0.03% | 266 |
|
|
2021
Q2 | – | Sell |
-24,000
| Closed | -$680K | – | 221 |
|
|
2021
Q1 | $680K | Hold |
24,000
| – | – | 0.11% | 111 |
|
|
2020
Q4 | $709K | Hold |
24,000
| – | – | 0.14% | 99 |
|
|
2020
Q3 | $698K | Sell |
24,000
-4,500
| -16% | -$131K | 0.16% | 90 |
|
|
2020
Q2 | $822K | Hold |
28,500
| – | – | 0.21% | 82 |
|
|
2020
Q1 | $748K | Hold |
28,500
| – | – | 0.2% | 78 |
|
|
2019
Q4 | $791K | Buy |
+28,500
| New | +$791K | 0.18% | 83 |
|