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 $394,478. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,077
Previous 14,709 16.1%
Holding current value
$394,478
Previous $345,000 12.75%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$22.71 - $23.47 $53,777 - $55,576
2,368 Added 16.1%
17,077 $389,000
Q3 2024

Oct 16, 2024

BUY
$22.51 - $23.57 $40,472 - $42,378
1,798 Added 13.93%
14,709 $345,000
Q2 2024

Jul 19, 2024

BUY
$22.29 - $22.77 $38,784 - $39,619
1,740 Added 15.58%
12,911 $292,000
Q1 2024

Apr 17, 2024

BUY
$22.61 - $23.1 $252,576 - $258,050
11,171 New
11,171 $254,000

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.