Gradient Capital Advisors
IBDZ icon

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
Q3 		$481K Hold
19,518
– – 0.11% 114
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

Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Gradient Capital Advisors's IBDZ Position: Q3 2026 in Review

Gradient Capital Advisors held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q3 2026 at 19,518 shares worth $481K. The position accounts for 0.11% of the portfolio, ranked #114.

Gradient Capital Advisors first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $508K in Q2 2026. 29 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

  • Gradient Capital Advisors held 19,518 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $481K as of Q3 2026.
  • Gradient Capital Advisors left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of Gradient Capital Advisors's portfolio in Q3 2026, its #114 holding.
  • Gradient Capital Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
  • Gradient Capital Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $508K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.