Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 17,077 shares of IBDU stock, worth $391,575. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,077
Previous 14,709
16.1%
Holding current value
$391,575
Previous $345,000
12.75%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
276Shares Held
82.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$128 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.3 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.1 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$82.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.1 Million0.02% of portfolio