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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
Q2 		$800K Buy
31,080
+3,830
+14% +$98.7K 0.09% 148
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stokes Family Office's IBDY Position: Q2 2026 in Review

Stokes Family Office increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 14% in Q2 2026, buying an estimated $98.7K and bringing the position to 31,080 shares worth $800K. The position accounts for 0.09% of the portfolio, ranked #148.

Stokes Family Office first reported a position in IBDY in Q2 2024 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Stokes Family Office held 31,080 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $800K as of Q2 2026.
  • Stokes Family Office bought 3,830 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $98.7K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.09% of Stokes Family Office's portfolio in Q2 2026, its #148 holding.
  • Stokes Family Office first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.