Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 9,532 shares of IBDT stock, worth $242,684. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,532
Previous 9,532
-0.0%
Holding current value
$242,684
Previous $240,000
0.83%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio