Gradient Capital Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibonds etf by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 13k 24.34
2025-06-30 $318k 13k 24.27
2025-03-31 $316k 13k 24.18
2024-12-31 $275k 12k 23.96
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)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Vanguard Large-cap Etf Etf (VV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

Top funds holding Ishares Tr ibonds etf

Capital Advisors
Morgan Stanley
Mercer Global Advisors
Hm Payson & Co
Lido Advisors
UBS Group
Raymond James Financial
LPL Financial
Aptus Capital Advisors
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
HighTower Advisors
Sound View Wealth Advisors Group
Capital Investment Advisors

View all funds holding Ishares Tr ibonds etf