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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
Q2 		$974K Hold
46,743
– – 0.11% 94
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 $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 46,743 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #94.

Gilbert & Cook first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $989K in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Gilbert & Cook held 46,743 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $974K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Gilbert & Cook's portfolio in Q2 2026, its #94 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $989K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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