Financial Gravity Asset Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$26K	Buy	+629	New	+$16.4K	0.01%	744
2019 Q4	$0	Sell	2 -14,568	-100%	-$372K	﹤0.01%	1750
2019 Q3	$373K	Sell	14,570 -5,586	-28%	-$142K	0.32%	65
2019 Q2	$512K	Sell	20,156 -4,050	-17%	-$101K	0.42%	63
2019 Q1	$602K	Buy	+24,206	New	+$595K	0.49%	51
2018 Q3	$54K	Buy	2,252 +902	+67%	+$21.9K	0.06%	300
2018 Q2	$33K	Buy	1,350 +161	+14%	+$3.91K	0.03%	411
2018 Q1	$29K	Buy	+1,189	New	+$29.3K	0.03%	471

Other funds holding IBDO

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Financial Gravity Asset Management opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2021: 629 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IBDO as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in IBDO in Q1 2018 and has held it in 8 quarters since. The position peaked at $602K in Q1 2019. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

Financial Gravity Asset Management held 629 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $26K as of Q3 2021.
iShares iBonds Dec 2023 Term Corporate ETF was a new Financial Gravity Asset Management position in Q3 2021.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #744 holding.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $602K in Q1 2019.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

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