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Ishares Tr ibonds etf shares owned by Gradient Capital Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 11k 24.37
2024-06-30 $227k 9.5k 23.73

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 etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Morgan Stanley
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Capital Investment Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial
Woodmont Investment Counsel
Gratus Wealth Advisors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf