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Gradient Capital Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Gradient Capital Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$354K Buy
13,658
+2,959
+28% +$76.7K 0.1% 119
2025
Q1 		$273K Hold
10,699
– – 0.09% 133
2024
Q4 		$269K Buy
10,699
+2,316
+28% +$58.1K 0.09% 131
2024
Q3 		$221K Buy
+8,383
New +$221K 0.07% 143