FGAM
IBDL
Financial Gravity Asset Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,920
| Closed | -$174K | – | 1055 |
|
|
2020
Q1 | $174K | Sell |
6,920
-3,416
| -33% | -$86.1K | 0.54% | 25 |
|
|
2019
Q4 | $25K | Sell |
10,336
-12,483
| -55% | -$30.2K | 0.02% | 946 |
|
|
2019
Q3 | $579K | Buy |
22,819
+1,464
| +7% | +$37.1K | 0.5% | 43 |
|
|
2019
Q2 | $541K | Sell |
21,355
-3,935
| -16% | -$99.7K | 0.44% | 61 |
|
|
2019
Q1 | $637K | Buy |
+25,290
| New | +$637K | 0.52% | 48 |
|
|
2018
Q3 | $108K | Buy |
4,297
+1,261
| +42% | +$31.7K | 0.11% | 204 |
|
|
2018
Q2 | $76K | Buy |
3,036
+62
| +2% | +$1.55K | 0.07% | 252 |
|
|
2018
Q1 | $74K | Buy |
+2,974
| New | +$74K | 0.08% | 234 |
|