Stokes Family Office’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Buy	27,165 +4,700	+21%	+$119K	0.08%	161
2026 Q1	$569K	Hold	22,465	–	–	0.06%	176
2025 Q4	$572K	Hold	22,465	–	–	0.05%	179
2025 Q3	$573K	Hold	22,465	–	–	0.05%	166
2025 Q2	$571K	Hold	22,465	–	–	0.06%	150
2025 Q1	$567K	Buy	22,465 +1,170	+5%	+$29.3K	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%	+$255K	0.07%	138
2023 Q3	$259K	Buy	+10,795	New	+$263K	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%	-$132K	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	+$790K	0.18%	83

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Stokes Family Office increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 21% in Q2 2026, buying an estimated $119K and bringing the position to 27,165 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #161.

Stokes Family Office first reported a position in IBDT in Q4 2019 and has held it in 18 quarters since. The position peaked at $822K in Q2 2020. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Stokes Family Office held 27,165 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $686K as of Q2 2026.
Stokes Family Office bought 4,700 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.08% of Stokes Family Office's portfolio in Q2 2026, its #161 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2019 and has held it in 18 quarters since.
Stokes Family Office's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $822K in Q2 2020.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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