Gradient Capital Advisors, LLC's ownership history for IBDW

Gradient Capital Advisors, LLC currently holds 39.4K shares with a market value of $835.8K. It started holding IBDW on 2024-09-30. At its peak, it held 39.4K shares on 2025-03-31. Its highest holding value was $835.8K on 2025-09-30. At its lowest, it held 34.6K shares on 2024-09-30, with a value of $735.1K on 2024-09-30. In the recent 180 days, Gradient Capital Advisors, LLC has increased its shares by 0. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 4.7K.