GCA
IBDR icon

Gradient Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Gradient Capital Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Hold
12,312
– – 0.07% 144
2026
Q1 		$298K Hold
12,312
– – 0.08% 139
2025
Q4 		$298K Sell
12,312
-543
-4% -$13.2K 0.08% 138
2025
Q3 		$312K Hold
12,855
– – 0.08% 130
2025
Q2 		$312K Sell
12,855
-775
-6% -$18.7K 0.09% 127
2025
Q1 		$330K Buy
13,630
+1,589
+13% +$38.3K 0.11% 117
2024
Q4 		$290K Buy
12,041
+207
+2% +$4.99K 0.09% 123
2024
Q3 		$288K Hold
11,834
– – 0.1% 126
2024
Q2 		$282K Buy
11,834
+2,226
+23% +$52.9K 0.1% 125
2024
Q1 		$229K Buy
9,608
+1,050
+12% +$25K 0.08% 134
2023
Q4 		$205K Buy
+8,558
New +$201K 0.08% 139

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Gradient Capital Advisors's IBDR Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 12,312 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #144.

Gradient Capital Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q1 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Gradient Capital Advisors held 12,312 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $298K as of Q2 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #144 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $330K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.