Gradient Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Hold	21,086	–	–	0.11%	114
2026 Q1	$490K	Hold	21,086	–	–	0.13%	105
2025 Q4	$494K	Hold	21,086	–	–	0.13%	106
2025 Q3	$495K	Hold	21,086	–	–	0.13%	104
2025 Q2	$492K	Hold	21,086	–	–	0.15%	102
2025 Q1	$488K	Buy	21,086 +4,009	+23%	+$91.9K	0.16%	97
2024 Q4	$389K	Buy	17,077 +2,368	+16%	+$54.5K	0.13%	108
2024 Q3	$346K	Buy	14,709 +1,798	+14%	+$41.7K	0.11%	112
2024 Q2	$293K	Buy	12,911 +1,740	+16%	+$39.3K	0.1%	121
2024 Q1	$255K	Buy	+11,171	New	+$255K	0.09%	127

Other funds holding IBDU

HPC

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 21,086 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #114.

Gradient Capital Advisors first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $495K in Q3 2025. 67 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Gradient Capital Advisors held 21,086 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $488K as of Q2 2026.
Gradient Capital Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Gradient Capital Advisors's portfolio in Q2 2026, its #114 holding.
Gradient Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Gradient Capital Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $495K in Q3 2025.
67 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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