Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 21,086 shares of IBDU stock, worth $496,364. This represents 0.14% of its overall portfolio holdings.
Number of Shares
21,086
Previous 21,086
-0.0%
Holding current value
$496,364
Previous $491,000
0.61%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio