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 Q4	–	Sell	-642	Closed	-$25K	–	1022
2021 Q3	$25K	Sell	642 -14	-2%	-$346	0.01%	763
2021 Q2	$25K	Buy	+656	New	+$16.3K	0.01%	770
2020 Q2	–	Sell	-2	Closed	–	–	1089
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1463
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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Gravity Asset Management's IBDM Position: Q4 2021 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 642 shares — an estimated $25K sold.

Financial Gravity Asset Management first reported a position in IBDM in Q1 2018 and held it in 10 quarters. The position peaked at $641K in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 642 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $25K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $641K in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Financial Gravity Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.