Gradient Capital Advisors
IBCA icon

Gradient Capital Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Gradient Capital Advisors’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210K Hold
8,733
– – 0.05% 172
2026
Q2 		$224K Buy
+8,733
New +$224K 0.05% 168

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MB, Levis & Associates
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Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Gradient Capital Advisors's IBCA Position: Q3 2026 in Review

Gradient Capital Advisors held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q3 2026 at 8,733 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #172.

Gradient Capital Advisors first reported a position in IBCA in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 25 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

  • Gradient Capital Advisors held 8,733 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $210K as of Q3 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q3 2026, its #172 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $224K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.