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 11,486 shares of IBDS stock, worth $276,353. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,486
Previous 11,279 1.84%
Holding current value
$276,353
Previous $274,000 0.36%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$23.88 - $24.32 $4,943 - $5,034
207 Added 1.84%
11,486 $275,000
Q3 2024

Oct 16, 2024

BUY
$23.63 - $24.42 $40,950 - $42,319
1,733 Added 18.15%
11,279 $274,000
Q2 2024

Jul 19, 2024

BUY
$23.48 - $23.77 $224,140 - $226,908
9,546 New
9,546 $226,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.