GCA
Gradient Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
39,388
| – | – | 0.24% | 72 |
|
|
2025
Q1 | $817K | Buy |
39,388
+1,872
| +5% | +$38.8K | 0.27% | 71 |
|
|
2024
Q4 | $763K | Buy |
37,516
+2,874
| +8% | +$58.5K | 0.25% | 75 |
|
|
2024
Q3 | $735K | Hold |
34,642
| – | – | 0.24% | 74 |
|
|
2024
Q2 | $703K | Buy |
34,642
+1,815
| +6% | +$36.8K | 0.25% | 71 |
|
|
2024
Q1 | $673K | Buy |
32,827
+6,639
| +25% | +$136K | 0.25% | 74 |
|
|
2023
Q4 | $544K | Buy |
+26,188
| New | +$544K | 0.21% | 86 |
|