Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gradient Capital Advisors, LLC
- $299 Million
- Q1 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 $488,984. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,086
Previous 17,077
23.48%
Holding current value
$488,984
Previous $389,000
25.19%
% of portfolio
0.16%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio