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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Gilbert & Cook's IBTI Position: Q1 2026 in Review

Gilbert & Cook reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 18% in Q1 2026, selling an estimated $105K and leaving 22,110 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #148.

Gilbert & Cook first reported a position in IBTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $600K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Gilbert & Cook held 22,110 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $493K as of Q1 2026.
  • Gilbert & Cook sold 4,696 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $105K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.06% of Gilbert & Cook's portfolio in Q1 2026, its #148 holding.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Gilbert & Cook's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $600K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.