Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 32,536 shares of IBDX stock, worth $803,964. This represents 0.26% of its overall portfolio holdings.

Number of Shares

32,536

Previous 30,154 7.9%

Holding current value

$803,964

Previous $775,000 3.1%

% of portfolio

0.26%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.5 - $25.72 $58,359 - $61,265	2,382 Added 7.9%	32,536 $799,000
Q3 2024 Oct 16, 2024	BUY	$24.34 - $25.83 $100,134 - $106,264	4,114 Added 15.8%	30,154 $775,000
Q2 2024 Jul 19, 2024	BUY	$24.0 - $24.77 $46,968 - $48,474	1,957 Added 8.13%	26,040 $639,000
Q1 2024 Apr 17, 2024	BUY	$24.5 - $25.2 $14,945 - $15,372	610 Added 2.6%	24,083 $597,000
Q4 2023 Jan 31, 2024	BUY	$22.73 - $25.34 $173,475 - $193,394	7,632 Added 48.18%	23,473 $592,000
Q2 2023 Jul 18, 2023	BUY	$24.35 - $25.33 $63,042 - $65,579	2,589 Added 19.54%	15,841 $390,000
Q1 2023 Apr 17, 2023	BUY	$23.97 - $25.48 $317,650 - $337,660	13,252 New	13,252 $332,000

Others Institutions Holding IBDX

# of Institutions

120

Shares Held

26.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

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Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History