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Gradient Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Gradient Capital Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Hold
13,020
– – 0.07% 136
2026
Q1 		$316K Hold
13,020
– – 0.08% 132
2025
Q4 		$316K Sell
13,020
-77
-0.6% -$1.87K 0.08% 134
2025
Q3 		$319K Hold
13,097
– – 0.09% 128
2025
Q2 		$318K Buy
13,097
+15
+0.1% +$362 0.09% 126
2025
Q1 		$316K Buy
13,082
+1,596
+14% +$38.4K 0.1% 120
2024
Q4 		$275K Buy
11,486
+207
+2% +$4.98K 0.09% 128
2024
Q3 		$275K Buy
11,279
+1,733
+18% +$41.8K 0.09% 127
2024
Q2 		$227K Buy
+9,546
New +$226K 0.08% 135

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 13,020 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #136.

Gradient Capital Advisors first reported a position in IBDS in Q2 2024 and has held it in 9 quarters since. The position peaked at $319K in Q3 2025. 96 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Gradient Capital Advisors held 13,020 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $315K as of Q2 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #136 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $319K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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