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Gradient Capital Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Gradient Capital Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$865K Hold
34,329
– – 0.2% 83
2026
Q1 		$868K Buy
34,329
+505
+1% +$12.9K 0.22% 74
2025
Q4 		$864K Buy
33,824
+1,187
+4% +$30.4K 0.22% 76
2025
Q3 		$836K Buy
32,637
+89
+0.3% +$2.26K 0.22% 76
2025
Q2 		$823K Buy
32,548
+7
+0% +$174 0.24% 73
2025
Q1 		$813K Buy
32,541
+5
+0% +$124 0.27% 72
2024
Q4 		$800K Buy
32,536
+2,382
+8% +$59.6K 0.26% 71
2024
Q3 		$775K Buy
30,154
+4,114
+16% +$104K 0.26% 71
2024
Q2 		$640K Buy
26,040
+1,957
+8% +$47.8K 0.23% 78
2024
Q1 		$597K Buy
24,083
+610
+3% +$15.1K 0.22% 82
2023
Q4 		$592K Buy
23,473
+7,632
+48% +$182K 0.23% 81
2023
Q3 		$372K Hold
15,841
– – 0.16% 98
2023
Q2 		$390K Buy
15,841
+2,589
+20% +$64.1K 0.16% 97
2023
Q1 		$332K Buy
+13,252
New +$328K 0.14% 101

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MSRI
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PWM
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QFA
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CTA
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BI
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SVWA
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NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return