GC
IBDZ

Gilbert & Cook’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Gilbert & Cook’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$982K Hold
37,680
– – 0.11% 87
2026
Q1 		$982K Buy
37,680
+1,400
+4% +$36.9K 0.13% 82
2025
Q4 		$957K Buy
+36,280
New +$960K 0.12% 86

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 37,680 shares worth $982K. The position accounts for 0.11% of the portfolio, ranked #87.

Gilbert & Cook first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $982K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Gilbert & Cook held 37,680 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $982K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of Gilbert & Cook's portfolio in Q2 2026, its #87 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $982K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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