FGAM
IBDN

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
2022
Q4 		– Sell
-125
Closed -$10.5K – 1567
2022
Q3 		$10.5K Hold
125
– – 0.36% 53
2022
Q2 		$10.5K Hold
125
– – 0.33% 59
2022
Q1 		$10.5K Sell
125
-250
-67% -$6.27K 0.3% 78
2021
Q4 		$20.5K Sell
375
-260
-41% -$6.56K 0.46% 46
2021
Q3 		$25K Buy
+635
New +$16.1K 0.01% 762
2020
Q2 		– Sell
-2
Closed – – 1086
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1461
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

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Gravity Asset Management's IBDN Position: Q4 2022 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 125 shares — an estimated $10.5K sold.

Financial Gravity Asset Management first reported a position in IBDN in Q1 2018 and held it in 13 quarters. The position peaked at $600K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 125 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $10.5K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $600K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Financial Gravity Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.