Gilbert & Cook’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Gilbert & Cook’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,870	Closed	-$299K	–	229
2025 Q3	$299K	Hold	11,870	–	–	0.04%	183
2025 Q2	$299K	Hold	11,870	–	–	0.04%	179
2025 Q1	$299K	Hold	11,870	–	–	0.04%	175
2024 Q4	$297K	Hold	11,870	–	–	0.04%	174
2024 Q3	$298K	Hold	11,870	–	–	0.04%	180
2024 Q2	$295K	Hold	11,870	–	–	0.04%	175
2024 Q1	$294K	Hold	11,870	–	–	0.04%	188
2023 Q4	$294K	Buy	11,870 +1,700	+17%	+$41.6K	0.04%	188
2023 Q3	$248K	Buy	+10,170	New	+$248K	0.04%	190

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gilbert & Cook's IBDQ Position: Q4 2025 in Review

Gilbert & Cook sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 11,870 shares — an estimated $299K sold.

Gilbert & Cook first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $299K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Gilbert & Cook reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Gilbert & Cook sold 11,870 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $299K.
Gilbert & Cook first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
Gilbert & Cook's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $299K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.