FGAM
IBDO

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
2024
Q1 		– Sell
-418
Closed -$10.6K – 2061
2023
Q4 		$10.6K Hold
418
– – ﹤0.01% 777
2023
Q3 		$10.6K Buy
+418
New +$10.6K ﹤0.01% 590
2023
Q2 		– Sell
-25
Closed -$10.5K – 1792
2023
Q1 		$10.5K Buy
+25
New +$628 0.32% 62
2022
Q4 		– Sell
-125
Closed -$10.4K – 1554
2022
Q3 		$10.4K Hold
125
– – 0.35% 54
2022
Q2 		$10.5K Hold
125
– – 0.33% 60
2022
Q1 		$10.6K Sell
125
-135
-52% -$3.44K 0.3% 77
2021
Q4 		$12.7K Sell
260
-369
-59% -$9.53K 0.29% 79
2021
Q3 		$26K Buy
+629
New +$16.4K 0.01% 744
2020
Q2 		– Sell
-2
Closed – – 983
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1405
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

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Gravity Asset Management's IBDO Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2024, closing a stake of 418 shares — an estimated $10.6K sold.

Financial Gravity Asset Management first reported a position in IBDO in Q1 2018 and held it in 16 quarters. The position peaked at $602K in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDO as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 418 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2024, an estimated $10.6K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and held it in 16 quarters.
  • Financial Gravity Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $602K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.