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

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Gradient Capital Advisors held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 34,329 shares worth $865K. The position accounts for 0.2% of the portfolio, ranked #83.

Gradient Capital Advisors first reported a position in IBDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $868K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Gradient Capital Advisors held 34,329 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $865K as of Q2 2026.
Gradient Capital Advisors left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #83 holding.
Gradient Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Gradient Capital Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $868K in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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