Gilbert Capital Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$986K	Sell	42,586 -3,683	-8%	-$85.4K	0.69%	29
2026 Q1	$1.08M	Buy	46,269 +1,147	+3%	+$26.8K	0.83%	22
2025 Q4	$1.06M	Buy	45,122 +2,167	+5%	+$50.8K	0.79%	26
2025 Q3	$1.01M	Buy	42,955 +6,132	+17%	+$143K	0.78%	27
2025 Q2	$859K	Buy	+36,823	New	+$849K	0.71%	28

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

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

Gilbert Capital Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8% in Q2 2026, selling an estimated $85.4K and leaving 42,586 shares worth $986K. The position accounts for 0.69% of the portfolio, ranked #29.

Gilbert Capital Group first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Gilbert Capital Group held 42,586 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $986K as of Q2 2026.
Gilbert Capital Group sold 3,683 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $85.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.69% of Gilbert Capital Group's portfolio in Q2 2026, its #29 holding.
Gilbert Capital Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.08M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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