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Gilbert & Cook’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Gilbert & Cook’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$978K Hold
46,743
– – 0.13% 85
2025
Q4 		$989K Buy
+46,743
New +$991K 0.12% 80

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 46,743 shares worth $978K. The position accounts for 0.13% of the portfolio, ranked #85.

Gilbert & Cook first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $989K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Gilbert & Cook held 46,743 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $978K as of Q1 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.13% of Gilbert & Cook's portfolio in Q1 2026, its #85 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $989K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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