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Ishares Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDW) 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
2025-09-30 $836k 39k 21.22
2025-06-30 $829k 39k 21.04
2025-03-31 $817k 39k 20.75
2024-12-31 $764k 38k 20.35
2024-09-30 $735k 35k 21.22
2024-06-30 $703k 35k 20.29
2024-03-31 $673k 33k 20.49
2023-12-31 $544k 26k 20.77