GCA
IBDZ

Gradient Capital Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Gradient Capital Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508K Buy
19,518
+1,532
+9% +$39.9K 0.12% 109
2026
Q1 		$469K Hold
17,986
– – 0.12% 110
2025
Q4 		$474K Buy
17,986
+1,139
+7% +$30.1K 0.12% 108
2025
Q3 		$446K Buy
16,847
+1,688
+11% +$44.2K 0.12% 108
2025
Q2 		$396K Buy
15,159
+3,691
+32% +$94.3K 0.12% 112
2025
Q1 		$296K Buy
11,468
+1,545
+16% +$39.5K 0.1% 127
2024
Q4 		$253K Buy
9,923
+2,288
+30% +$59.3K 0.08% 136
2024
Q3 		$204K Buy
+7,635
New +$200K 0.07% 147

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Gradient Capital Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 8.5% in Q2 2026, buying an estimated $39.9K and bringing the position to 19,518 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #109.

Gradient Capital Advisors first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Gradient Capital Advisors held 19,518 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $508K as of Q2 2026.
  • Gradient Capital Advisors bought 1,532 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $39.9K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #109 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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