Stokes Family Office’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
24,730
| – | – | 0.05% | 162 |
|
|
2025
Q1 | $513K | Hold |
24,730
| – | – | 0.06% | 157 |
|
|
2024
Q4 | $503K | Hold |
24,730
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $525K | Hold |
24,730
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $502K | Buy |
24,730
+1,500
| +6% | +$30.4K | 0.06% | 151 |
|
|
2024
Q1 | $476K | Buy |
23,230
+2,100
| +10% | +$43K | 0.06% | 150 |
|
|
2023
Q4 | $439K | Buy |
+21,130
| New | +$439K | 0.06% | 150 |
|