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 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 $1.37T AUM 24.88% 1-Year Est. Return

ACA

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

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

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

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

CIA

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

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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: Q1 2026 in Review

Stokes Family Office held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q1 2026 at 23,845 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #181.

Stokes Family Office first reported a position in IBDV in Q4 2023 and has held it in 10 quarters since. The position peaked at $529K in Q3 2024. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Stokes Family Office held 23,845 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $522K as of Q1 2026.
Stokes Family Office left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #181 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Stokes Family Office's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $529K in Q3 2024.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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