Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 12,855 shares of IBDR stock, worth $305,306. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,855
Previous 13,630
5.69%
Holding current value
$305,306
Previous $323,000
5.57%
% of portfolio
0.09%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
434Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.62MShares$62.3 Million0.03% of portfolio