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Ishares Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 8.7k 25.61

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Large-cap Etf Etf (VV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Gradient Capital Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
Arrow Financial Corp.
Mb, Levis & Associates
MV Capital Management
Morgan Stanley
HighTower Advisors
Ameriprise Financial
Guidance Point Advisors
Raymond James Financial
Lido Advisors
UBS Group
Krilogy Financial
Paradigm, Strategies in Wealth Management
4Thought Financial Group

View all funds holding Ishares Tr