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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stokes Family Office's IBDU Position: Q1 2026 in Review

Stokes Family Office held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q1 2026 at 24,349 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #177.

Stokes Family Office first reported a position in IBDU in Q3 2023 and has held it in 11 quarters since. The position peaked at $571K in Q3 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Stokes Family Office held 24,349 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $566K as of Q1 2026.
Stokes Family Office left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Stokes Family Office's portfolio in Q1 2026, its #177 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Stokes Family Office's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $571K in Q3 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.