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Ishares Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) 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 $358k 14k 26.23
2025-06-30 $354k 14k 25.91
2025-03-31 $274k 11k 25.56
2024-12-31 $269k 11k 25.10
2024-09-30 $221k 8.4k 26.40

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

Capital Investment Advisors
First Interstate Bank
Summit Financial
Sigma Investment Counselors
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Wells Fargo & Company
Ameriprise Financial
Arrow Financial Corp.
Rockefeller Capital Management
Mb, Levis & Associates
UBS Group

View all funds holding Ishares Tr