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Gilbert & Cook’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Gilbert & Cook’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
Q1 		$569K Sell
23,486
-3,089
-12% -$75K 0.07% 138
2025
Q4 		$645K Buy
+26,575
New +$646K 0.08% 124

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Gilbert & Cook's IBDS Position: Q1 2026 in Review

Gilbert & Cook reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q1 2026, selling an estimated $75K and leaving 23,486 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #138.

Gilbert & Cook first reported a position in IBDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $645K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Gilbert & Cook held 23,486 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $569K as of Q1 2026.
  • Gilbert & Cook sold 3,089 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $75K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of Gilbert & Cook's portfolio in Q1 2026, its #138 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $645K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.