Stokes Family Office’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$638K	Buy	29,250 +5,405	+23%	+$118K	0.07%	170
2026 Q1	$522K	Hold	23,845	–	–	0.05%	181
2025 Q4	$526K	Hold	23,845	–	–	0.05%	186
2025 Q3	$528K	Hold	23,845	–	–	0.05%	172
2025 Q2	$524K	Hold	23,845	–	–	0.06%	160
2025 Q1	$518K	Hold	23,845	–	–	0.06%	154
2024 Q4	$509K	Hold	23,845	–	–	0.05%	161
2024 Q3	$529K	Hold	23,845	–	–	0.06%	146
2024 Q2	$507K	Buy	23,845 +1,500	+7%	+$31.7K	0.06%	150
2024 Q1	$478K	Buy	22,345 +2,000	+10%	+$42.8K	0.06%	149
2023 Q4	$440K	Buy	+20,345	New	+$421K	0.06%	149

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Stokes Family Office increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 23% in Q2 2026, buying an estimated $118K and bringing the position to 29,250 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #170.

Stokes Family Office first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Stokes Family Office held 29,250 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $638K as of Q2 2026.
Stokes Family Office bought 5,405 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $118K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #170 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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