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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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