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Gilbert & Cook’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Gilbert & Cook’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,306
Closed -$260K – 224
2024
Q3 		$260K Hold
10,306
– – 0.04% 192
2024
Q2 		$259K Hold
10,306
– – 0.04% 187
2024
Q1 		$258K Hold
10,306
– – 0.04% 198
2023
Q4 		$257K Hold
10,306
– – 0.04% 203
2023
Q3 		$255K Buy
+10,306
New +$254K 0.04% 188

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gilbert & Cook's IBDP Position: Q4 2024 in Review

Gilbert & Cook sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,306 shares — an estimated $260K sold.

Gilbert & Cook first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $260K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Gilbert & Cook reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Gilbert & Cook sold 10,306 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $260K.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Gilbert & Cook's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $260K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Gilbert & Cook's 13F filing for Q4 2024, filed 23 Jan 2025.