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Ishares Tr ibonds dec2026 shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 12k 24.30
2024-06-30 $282k 12k 23.82
2024-03-31 $229k 9.6k 23.85
2023-12-31 $205k 8.6k 23.90

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026