Stokes Family Office’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $568K | Hold |
24,349
| – | – | 0.06% | 151 |
|
2025
Q1 | $563K | Buy |
24,349
+6,739
| +38% | +$156K | 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% | +$150K | 0.05% | 155 |
|
2023
Q3 | $243K | Buy |
+11,110
| New | +$243K | 0.03% | 278 |
|