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Gilbert Capital Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Gilbert Capital Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,426
Closed -$665K – 60
2026
Q1 		$665K Sell
27,426
-10,226
-27% -$248K 0.51% 34
2025
Q4 		$912K Sell
37,652
-4,447
-11% -$108K 0.69% 29
2025
Q3 		$1.02M Sell
42,099
-1,891
-4% -$45.8K 0.79% 26
2025
Q2 		$1.07M Buy
+43,990
New +$1.06M 0.88% 24

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Gilbert Capital Group's IBDR Position: Q2 2026 in Review

Gilbert Capital Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 27,426 shares — an estimated $665K sold.

Gilbert Capital Group first reported a position in IBDR in Q2 2025 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Gilbert Capital Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Gilbert Capital Group sold 27,426 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $665K.
  • Gilbert Capital Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 4 quarters.
  • Gilbert Capital Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.07M in Q2 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.