Financial Gravity Asset Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$25K	Sell	642 -14	-2%	-$346	0.01%	763
2021 Q2	$25K	Buy	+656	New	+$16.3K	0.01%	770
2019 Q4	$0	Sell	2 -16,394	-100%	-$409K	﹤0.01%	1863
2019 Q3	$410K	Sell	16,396 -5,567	-25%	-$139K	0.35%	63
2019 Q2	$548K	Sell	21,963 -4,041	-16%	-$100K	0.45%	60
2019 Q1	$641K	Buy	+26,004	New	+$638K	0.52%	47
2018 Q3	$107K	Buy	4,412 +3,059	+226%	+$74.5K	0.11%	208
2018 Q2	$33K	Buy	1,353 +154	+13%	+$3.75K	0.03%	413
2018 Q1	$29K	Buy	+1,199	New	+$29.5K	0.03%	473

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Financial Gravity Asset Management's IBDM Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 2.1% in Q3 2021, selling an estimated $346 and leaving 642 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #763.

Financial Gravity Asset Management first reported a position in IBDM in Q1 2018 and has held it in 9 quarters since. The position peaked at $641K in Q1 2019. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

Financial Gravity Asset Management held 642 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $25K as of Q3 2021.
Financial Gravity Asset Management sold 14 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $346.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #763 holding.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $641K in Q1 2019.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.