Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 39,388 shares of IBDW stock, worth $840,539. This represents 0.25% of its overall portfolio holdings.
Number of Shares
39,388
Previous 39,388
-0.0%
Holding current value
$840,539
Previous $817,000
1.35%
% of portfolio
0.25%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
237Shares Held
69.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio