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
2025 Q2	$829K	Hold
2025 Q1	$817K	Buy
2024 Q4	$763K	Buy
2024 Q3	$735K	Hold
2024 Q2	$703K	Buy
2024 Q1	$673K	Buy
2023 Q4	$544K	Buy