Financial Gravity Asset Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Financial Gravity Asset Management’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$0	Sell	4 -3,142	-100%	-$78.9K	﹤0.01%	1748
2018 Q2	$79K	Buy	3,146 +144	+5%	+$3.62K	0.07%	247
2018 Q1	$75K	Buy	+3,002	New	+$75.4K	0.08%	233

Other funds holding IBDH

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Financial Gravity Asset Management's IBDH Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its iShares iBonds Dec 2018 Term Corporate ETF (IBDH) stake by 100% in Q3 2018, selling an estimated $78.9K and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Financial Gravity Asset Management first reported a position in IBDH in Q1 2018 and has held it in 3 quarters since. The position peaked at $79K in Q2 2018. 70 funds tracked by Wall St. Rank hold IBDH as of Q3 2018.

Financial Gravity Asset Management held 4 shares of iShares iBonds Dec 2018 Term Corporate ETF worth $0 as of Q3 2018.
Financial Gravity Asset Management sold 3,142 iShares iBonds Dec 2018 Term Corporate ETF shares in Q3 2018, an estimated $78.9K.
iShares iBonds Dec 2018 Term Corporate ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1748 holding.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and has held it in 3 quarters since.
Financial Gravity Asset Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $79K in Q2 2018.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.