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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
Q2 		$569K Hold
23,486
– – 0.07% 145
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gilbert & Cook's IBDS Position: Q2 2026 in Review

Gilbert & Cook held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 23,486 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #145.

Gilbert & Cook first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Gilbert & Cook held 23,486 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $569K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of Gilbert & Cook's portfolio in Q2 2026, its #145 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $645K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.