Financial Gravity Asset Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-16,939	Closed	-$421K	–	1865
2019 Q3	$421K	Sell	16,939 -25,755	-60%	-$640K	0.36%	60
2019 Q2	$1.06M	Sell	42,694 -7,579	-15%	-$188K	0.87%	29
2019 Q1	$1.25M	Buy	+50,273	New	+$1.25M	1.01%	27
2018 Q3	$109K	Buy	4,417 +1,332	+43%	+$33K	0.11%	198
2018 Q2	$76K	Buy	3,085 +59	+2%	+$1.46K	0.07%	253
2018 Q1	$75K	Buy	+3,026	New	+$75K	0.08%	232

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Financial Gravity Asset Management's IBDK Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 16,939 shares — an estimated $421K sold.

Financial Gravity Asset Management first reported a position in IBDK in Q1 2018 and held it in 6 quarters. The position peaked at $1.25M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 16,939 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $421K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.25M in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.