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Ishares Tr shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDZ) 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 $204k 7.6k 26.71

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)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding Ishares Tr

Golub Group
Royal Bank of Canada
BlackRock
Paradigm, Strategies in Wealth Management
MV Capital Management
Guidance Point Advisors
BlackRock
J.w. Cole Advisors
Sabal Trust Company
Jane Street
Capital Investment Advisors
Sandy Spring Bank
Stony Point Wealth Management
Commonwealth Equity Services
Kestra Advisory Services

View all funds holding Ishares Tr