Stokes Family Office’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | +$31.9K | 0.06% | 150 |
|
2024
Q1 | $478K | Buy |
22,345
+2,000
| +10% | +$42.8K | 0.06% | 149 |
|
2023
Q4 | $440K | Buy |
+20,345
| New | +$440K | 0.06% | 149 |
|