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Ishares Tr ibds dec28 etf shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 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 ibds dec28 etf by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 9.5k 25.52
2025-06-30 $242k 9.5k 25.42
2025-03-31 $241k 9.5k 25.26

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
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Microsoft Corp Stock (MSFT)
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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 ibds dec28 etf

Morgan Stanley
Capital Investment Advisors
Mercer Global Advisors
Capital Advisors
Raymond James Financial
Vishria Bird Financial Group
Lido Advisors
UBS Group
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Woodmont Investment Counsel
HighTower Advisors
Hengehold Capital Management
Golub Group

View all funds holding Ishares Tr ibds dec28 etf