Stokes Family Office’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$691K	Hold	27,330	–	–	0.07%	165
2025 Q4	$698K	Hold	27,330	–	–	0.06%	165
2025 Q3	$700K	Hold	27,330	–	–	0.07%	154
2025 Q2	$691K	Hold	27,330	–	–	0.07%	137
2025 Q1	$683K	Hold	27,330	–	–	0.08%	137
2024 Q4	$672K	Hold	27,330	–	–	0.07%	135
2024 Q3	$703K	Hold	27,330	–	–	0.08%	134
2024 Q2	$671K	Buy	27,330 +2,000	+8%	+$48.8K	0.08%	134
2024 Q1	$628K	Buy	25,330 +15,750	+164%	+$390K	0.08%	137
2023 Q4	$242K	Buy	+9,580	New	+$229K	0.03%	192

Other funds holding IBDX

ACA

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

CIA

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

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

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

CAI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Stokes Family Office held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q1 2026 at 27,330 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #165.

Stokes Family Office first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $703K in Q3 2024. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Stokes Family Office held 27,330 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $691K as of Q1 2026.
Stokes Family Office left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #165 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Stokes Family Office's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $703K in Q3 2024.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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