GC
IBTI icon

Gilbert & Cook’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Gilbert & Cook’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Hold
22,110
– – 0.06% 162
2026
Q1 		$493K Sell
22,110
-4,696
-18% -$105K 0.06% 148
2025
Q4 		$600K Buy
+26,806
New +$600K 0.08% 137

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Gilbert & Cook held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 22,110 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #162.

Gilbert & Cook first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $600K in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Gilbert & Cook held 22,110 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $490K as of Q2 2026.
  • Gilbert & Cook left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Gilbert & Cook's portfolio in Q2 2026, its #162 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $600K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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