Gradient Capital Advisors, LLC / IGSB
Gradient Capital Advisors, LLC’s Ishares Tr Position
Does Gradient Capital Advisors, LLC own Ishares Tr (IGSB)? Yes — 88.0K shares worth $5M (+1.07% of its 13F portfolio) as of Q2 2026, up from 85.6K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
88.0K
% of Portfolio
+1.07%
Quarters Held
31
currently held
Position History IGSB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 88.0K | $5M | +1.07% |
| Q1 2026 | 85.6K | $4M | +1.17% |
| Q4 2025 | 85.8K | $5M | +1.17% |
| Q3 2025 | 82.9K | $4M | +1.18% |
| Q2 2025 | 72.7K | $4M | +1.13% |
| Q1 2025 | 81.6K | $4M | +1.39% |
| Q4 2024 | 77.7K | $4M | +1.29% |
| Q3 2024 | 64.4K | $3M | +1.12% |
| Q2 2024 | 59.1K | $3M | +1.08% |
| Q1 2024 | 48.3K | $2M | +0.91% |
| Q4 2023 | 44.1K | $2M | +0.86% |
| Q3 2023 | 51.3K | $3M | +1.07% |
| Q2 2023 | 53.5K | $3M | +1.08% |
| Q1 2023 | 56.8K | $3M | +1.22% |
| Q4 2022 | 67.4K | $3M | +1.53% |
| Q3 2022 | 64.3K | $3M | +1.51% |
| Q2 2022 | 66.5K | $3M | +1.61% |
| Q1 2022 | 56.2K | $3M | +1.23% |
| Q4 2021 | 59.9K | $3M | +1.34% |
| Q3 2021 | 63.4K | $3M | +1.59% |
| Q2 2021 | 62.4K | $3M | +1.60% |
| Q1 2021 | 57.0K | $3M | +1.65% |
| Q4 2020 | 44.5K | $2M | +1.40% |
| Q3 2020 | 47.1K | $3M | +1.62% |
| Q2 2020 | 46.7K | $3M | +1.73% |
| Q1 2020 | 38.1K | $2M | +1.61% |
| Q4 2019 | 45.7K | $2M | +1.70% |
| Q3 2019 | 40.4K | $2M | +1.62% |
| Q2 2019 | 35.1K | $2M | +1.44% |
| Q1 2019 | 31.2K | $2M | +1.31% |
| Q4 2018 | 22.4K | $1M | +1.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of IGSB.