Stokes Family Office’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$821K	Buy	31,515 +4,515	+17%	+$118K	0.1%	143
2026 Q1	$704K	Hold	27,000	–	–	0.07%	160
2025 Q4	$712K	Hold	27,000	–	–	0.07%	164
2025 Q3	$715K	Hold	27,000	–	–	0.07%	151
2025 Q2	$706K	Hold	27,000	–	–	0.07%	136
2025 Q1	$696K	Buy	27,000 +12,000	+80%	+$307K	0.08%	136
2024 Q4	$382K	Buy	+15,000	New	+$389K	0.04%	183

Other funds holding IBDZ

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

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

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

Stokes Family Office increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 17% in Q2 2026, buying an estimated $118K and bringing the position to 31,515 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #143.

Stokes Family Office first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Stokes Family Office held 31,515 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $821K as of Q2 2026.
Stokes Family Office bought 4,515 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $118K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #143 holding.
Stokes Family Office first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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