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Gilbert & Cook’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Gilbert & Cook’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Hold
22,025
– – 0.06% 159
2026
Q1 		$494K Sell
22,025
-4,675
-18% -$105K 0.06% 145
2025
Q4 		$600K Buy
+26,700
New +$600K 0.08% 136

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 22,025 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #159.

Gilbert & Cook first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $600K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Gilbert & Cook held 22,025 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $493K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #159 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $600K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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