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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$704K	Hold	27,250	–	–	0.07%	159
2025 Q4	$712K	Hold	27,250	–	–	0.07%	163
2025 Q3	$715K	Hold	27,250	–	–	0.07%	150
2025 Q2	$706K	Hold	27,250	–	–	0.07%	135
2025 Q1	$697K	Buy	27,250 +5,000	+22%	+$126K	0.08%	135
2024 Q4	$558K	Buy	22,250 +2,500	+13%	+$64K	0.06%	147
2024 Q3	$521K	Hold	19,750	–	–	0.06%	150
2024 Q2	$498K	Buy	+19,750	New	+$494K	0.06%	152

Other funds holding IBDY

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

SIC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Stokes Family Office held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 27,250 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #159.

Stokes Family Office first reported a position in IBDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $715K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Stokes Family Office held 27,250 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $704K as of Q1 2026.
Stokes Family Office left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #159 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Stokes Family Office's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $715K in Q3 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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