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Gilbert & Cook’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Gilbert & Cook’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$977K Hold
44,817
– – 0.11% 92
2026
Q1 		$981K Sell
44,817
-3,397
-7% -$74.9K 0.13% 84
2025
Q4 		$1.06M Buy
+48,214
New +$1.07M 0.13% 73

Other funds holding IBDV

Bank of America
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 44,817 shares worth $977K. The position accounts for 0.11% of the portfolio, ranked #92.

Gilbert & Cook first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Gilbert & Cook held 44,817 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $977K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.11% of Gilbert & Cook's portfolio in Q2 2026, its #92 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.06M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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