Stokes Family Office’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$682K	Buy	29,459 +5,110	+21%	+$118K	0.08%	162
2026 Q1	$566K	Hold	24,349	–	–	0.06%	177
2025 Q4	$570K	Hold	24,349	–	–	0.05%	181
2025 Q3	$571K	Hold	24,349	–	–	0.05%	168
2025 Q2	$568K	Hold	24,349	–	–	0.06%	151
2025 Q1	$563K	Buy	24,349 +6,739	+38%	+$155K	0.06%	147
2024 Q4	$402K	Hold	17,610	–	–	0.04%	179
2024 Q3	$414K	Hold	17,610	–	–	0.05%	171
2024 Q2	$399K	Hold	17,610	–	–	0.05%	170
2024 Q1	$402K	Hold	17,610	–	–	0.05%	165
2023 Q4	$406K	Buy	17,610 +6,500	+59%	+$144K	0.05%	155
2023 Q3	$243K	Buy	+11,110	New	+$247K	0.03%	278

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Stokes Family Office increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 21% in Q2 2026, buying an estimated $118K and bringing the position to 29,459 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #162.

Stokes Family Office first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Stokes Family Office held 29,459 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $682K as of Q2 2026.
Stokes Family Office bought 5,110 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $118K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.08% of Stokes Family Office's portfolio in Q2 2026, its #162 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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