Gilbert Capital Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Gilbert Capital Group’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$941K	Sell	38,841 -571	-1%	-$13.8K	0.66%	31
2026 Q1	$955K	Sell	39,412 -2,802	-7%	-$68K	0.74%	24
2025 Q4	$1.02M	Sell	42,214 -2,635	-6%	-$64K	0.77%	27
2025 Q3	$1.09M	Buy	44,849 +1,482	+3%	+$35.9K	0.84%	25
2025 Q2	$1.05M	Buy	+43,367	New	+$1.05M	0.87%	25

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

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

Gilbert Capital Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.4% in Q2 2026, selling an estimated $13.8K and leaving 38,841 shares worth $941K. The position accounts for 0.66% of the portfolio, ranked #31.

Gilbert Capital Group first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Gilbert Capital Group held 38,841 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $941K as of Q2 2026.
Gilbert Capital Group sold 571 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $13.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.66% of Gilbert Capital Group's portfolio in Q2 2026, its #31 holding.
Gilbert Capital Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.09M in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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