Gradient Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Gradient Capital Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Hold	9,532	–	–	0.06%	159
2026 Q1	$241K	Hold	9,532	–	–	0.06%	156
2025 Q4	$243K	Hold	9,532	–	–	0.06%	155
2025 Q3	$243K	Hold	9,532	–	–	0.07%	149
2025 Q2	$242K	Hold	9,532	–	–	0.07%	145
2025 Q1	$241K	Buy	+9,532	New	+$239K	0.08%	141

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 9,532 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #159.

Gradient Capital Advisors first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Gradient Capital Advisors held 9,532 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $241K as of Q2 2026.
Gradient Capital Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #159 holding.
Gradient Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Gradient Capital Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $243K in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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