Gradient Investments’s Isabella Bank ISBA Stock Holding History

Gradient Investments’s Portfolio ISBA Stock Details ISBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-8,534	Closed	-$337K	–	490
2026 Q2	$337K	Buy	+8,534	New	+$365K	﹤0.01%	399

Other funds holding ISBA

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's ISBA Position: Q3 2026 in Review

Gradient Investments sold out of Isabella Bank (ISBA) in Q3 2026, closing a stake of 8,534 shares — an estimated $337K sold.

Gradient Investments first reported a position in ISBA in Q2 2026 and held it in 1 quarter. The position peaked at $337K in Q2 2026. 2 funds tracked by Wall St. Rank hold ISBA as of Q3 2026.

Gradient Investments reported no remaining Isabella Bank position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 8,534 Isabella Bank shares in Q3 2026, an estimated $337K.
Gradient Investments first reported a position in Isabella Bank in Q2 2026 and held it in 1 quarter.
Gradient Investments's Isabella Bank position peaked at $337K in Q2 2026.
2 funds tracked by Wall St. Rank held Isabella Bank as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.