Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 13,097 shares of IBDS stock, worth $317,995. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,097
Previous 13,082
0.11%
Holding current value
$317,995
Previous $316,000
0.32%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio