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Gilbert & Cook’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Gilbert & Cook’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Hold
19,460
– – 0.06% 161
2026
Q1 		$493K Sell
19,460
-2,948
-13% -$75K 0.06% 147
2025
Q4 		$570K Buy
+22,408
New +$571K 0.07% 141

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 19,460 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #161.

Gilbert & Cook first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Gilbert & Cook held 19,460 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $491K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #161 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $570K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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