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Ishares Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2024-09-30 $775k 30k 25.71
2024-06-30 $640k 26k 24.56
2024-03-31 $598k 24k 24.81
2023-12-31 $592k 24k 25.23
2023-09-30 $372k 16k 23.48
2023-06-30 $390k 16k 24.62
2023-03-31 $332k 13k 25.07