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Gradient Capital Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Gradient Capital Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654K Hold
29,999
– – 0.15% 93
2026
Q1 		$657K Hold
29,999
– – 0.17% 88
2025
Q4 		$662K Buy
29,999
+564
+2% +$12.5K 0.17% 90
2025
Q3 		$652K Hold
29,435
– – 0.17% 88
2025
Q2 		$647K Hold
29,435
– – 0.19% 86
2025
Q1 		$639K Buy
29,435
+1,788
+6% +$38.4K 0.21% 80
2024
Q4 		$591K Buy
27,647
+2,517
+10% +$54.4K 0.19% 84
2024
Q3 		$557K Buy
25,130
+791
+3% +$17.3K 0.18% 86
2024
Q2 		$517K Buy
24,339
+2,849
+13% +$60.2K 0.18% 87
2024
Q1 		$460K Buy
21,490
+5,868
+38% +$125K 0.17% 96
2023
Q4 		$338K Buy
+15,622
New +$323K 0.13% 113

Other funds holding IBDV

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
RW
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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 29,999 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #93.

Gradient Capital Advisors first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $662K in Q4 2025. 66 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Gradient Capital Advisors held 29,999 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $654K as of Q2 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.15% of Gradient Capital Advisors's portfolio in Q2 2026, its #93 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $662K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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