Stokes Family Office’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$706K	Hold	27,250	–	–	0.07%	135
2025 Q1	$697K	Buy	27,250 +5,000	+22%	+$128K	0.08%	135
2024 Q4	$558K	Buy	22,250 +2,500	+13%	+$62.8K	0.06%	147
2024 Q3	$521K	Hold	19,750	–	–	0.06%	150
2024 Q2	$498K	Buy	+19,750	New	+$498K	0.06%	152