GCA
IBDW icon

Gradient Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Gradient Capital Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$850K Hold
40,801
– – 0.2% 86
2026
Q1 		$854K Hold
40,801
– – 0.22% 77
2025
Q4 		$863K Buy
40,801
+1,413
+4% +$29.9K 0.22% 77
2025
Q3 		$836K Hold
39,388
– – 0.22% 77
2025
Q2 		$829K Hold
39,388
– – 0.24% 72
2025
Q1 		$817K Buy
39,388
+1,872
+5% +$38.4K 0.27% 71
2024
Q4 		$763K Buy
37,516
+2,874
+8% +$59.4K 0.25% 75
2024
Q3 		$735K Hold
34,642
– – 0.24% 74
2024
Q2 		$703K Buy
34,642
+1,815
+6% +$36.6K 0.25% 71
2024
Q1 		$673K Buy
32,827
+6,639
+25% +$136K 0.25% 74
2023
Q4 		$544K Buy
+26,188
New +$516K 0.21% 86

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 40,801 shares worth $850K. The position accounts for 0.2% of the portfolio, ranked #86.

Gradient Capital Advisors first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $863K in Q4 2025. 58 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Gradient Capital Advisors held 40,801 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $850K as of Q2 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #86 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $863K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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