Gilbert & Cook’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$980K	Hold	42,310	–	–	0.11%	89
2026 Q1	$984K	Sell	42,310 -3,206	-7%	-$75K	0.13%	78
2025 Q4	$1.07M	Buy	+45,516	New	+$1.07M	0.13%	71

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Gilbert & Cook held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 42,310 shares worth $980K. The position accounts for 0.11% of the portfolio, ranked #89.

Gilbert & Cook first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Gilbert & Cook held 42,310 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $980K as of Q2 2026.
Gilbert & Cook left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Gilbert & Cook's portfolio in Q2 2026, its #89 holding.
Gilbert & Cook first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Gilbert & Cook's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.07M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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