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Gilbert Capital Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Gilbert Capital Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Sell
16,144
-1,506
-9% -$31.4K 0.24% 50
2026
Q1 		$369K Buy
17,650
+4,819
+38% +$102K 0.29% 43
2025
Q4 		$271K Buy
12,831
+1,110
+9% +$23.5K 0.2% 48
2025
Q3 		$249K Buy
+11,721
New +$247K 0.19% 47

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Gilbert Capital Group reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.5% in Q2 2026, selling an estimated $31.4K and leaving 16,144 shares worth $336K. The position accounts for 0.24% of the portfolio, ranked #50.

Gilbert Capital Group first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Gilbert Capital Group held 16,144 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $336K as of Q2 2026.
  • Gilbert Capital Group sold 1,506 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $31.4K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.24% of Gilbert Capital Group's portfolio in Q2 2026, its #50 holding.
  • Gilbert Capital Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Gilbert Capital Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $369K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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