Gilbert & Cook’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Buy	+21,655	New	+$495K	0.06%	158

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

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

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

Gilbert & Cook opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026: 21,655 shares worth $496K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Gilbert & Cook held 21,655 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $496K as of Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF was a new Gilbert & Cook position in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #158 holding.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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