Stokes Family Office’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$518K	Hold	24,730	–	–	0.05%	182
2025 Q4	$523K	Hold	24,730	–	–	0.05%	187
2025 Q3	$525K	Hold	24,730	–	–	0.05%	173
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%	+$30.3K	0.06%	151
2024 Q1	$476K	Buy	23,230 +2,100	+10%	+$42.9K	0.06%	150
2023 Q4	$439K	Buy	+21,130	New	+$416K	0.06%	150

Other funds holding IBDW

ACA

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

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

Stokes Family Office held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 24,730 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #182.

Stokes Family Office first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $525K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Stokes Family Office held 24,730 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $518K as of Q1 2026.
Stokes Family Office left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #182 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Stokes Family Office's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $525K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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