Financial Gravity Asset Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$25K	Buy	+635	New	+$16.1K	0.01%	762
2019 Q4	$0	Sell	2 -14,525	-100%	-$367K	﹤0.01%	1861
2019 Q3	$368K	Sell	14,527 -5,590	-28%	-$141K	0.32%	67
2019 Q2	$508K	Sell	20,117 -4,045	-17%	-$101K	0.42%	65
2019 Q1	$600K	Buy	+24,162	New	+$594K	0.49%	52
2018 Q3	$55K	Buy	2,249 +898	+66%	+$21.9K	0.06%	293
2018 Q2	$33K	Buy	1,351 +159	+13%	+$3.87K	0.03%	412
2018 Q1	$29K	Buy	+1,192	New	+$29.4K	0.03%	472

Other funds holding IBDN

ACA

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

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

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

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

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

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

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

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

RJFSA

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Financial Gravity Asset Management opened a new position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2021: 635 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IBDN as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in IBDN in Q1 2018 and has held it in 8 quarters since. The position peaked at $600K in Q1 2019. 205 funds tracked by Wall St. Rank hold IBDN as of Q3 2021.

Financial Gravity Asset Management held 635 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $25K as of Q3 2021.
iShares iBonds Dec 2022 Term Corporate ETF was a new Financial Gravity Asset Management position in Q3 2021.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #762 holding.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $600K in Q1 2019.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2021.

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