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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Buy	16,915 +582	+4%	+$15K	0.1%	122
2026 Q1	$422K	Hold	16,333	–	–	0.11%	114
2025 Q4	$427K	Buy	16,333 +2,675	+20%	+$70.1K	0.11%	114
2025 Q3	$358K	Hold	13,658	–	–	0.1%	119
2025 Q2	$354K	Buy	13,658 +2,959	+28%	+$75K	0.1%	119
2025 Q1	$273K	Hold	10,699	–	–	0.09%	133
2024 Q4	$269K	Buy	10,699 +2,316	+28%	+$59.3K	0.09%	131
2024 Q3	$221K	Buy	+8,383	New	+$217K	0.07%	143

Other funds holding IBDY

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Gradient Capital Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 3.6% in Q2 2026, buying an estimated $15K and bringing the position to 16,915 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #122.

Gradient Capital Advisors first reported a position in IBDY in Q3 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Gradient Capital Advisors held 16,915 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $435K as of Q2 2026.
Gradient Capital Advisors bought 582 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $15K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #122 holding.
Gradient Capital Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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