Gradient Capital Advisors, LLC's ownership history for IBDR

Gradient Capital Advisors, LLC currently holds 12.9K shares with a market value of $312.4K. It started holding IBDR on 2024-09-30. At its peak, it held 13.6K shares on 2025-03-31. Its highest holding value was $330.0K on 2025-03-31. At its lowest, it held 11.8K shares on 2024-09-30, with a value of $287.6K on 2024-09-30. In the recent 180 days, Gradient Capital Advisors, LLC has decreased its shares by 775. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 1.0K.