FGAM
IBDP

Financial Gravity Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Financial Gravity Asset Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-826
Closed -$20.5K – 2057
2023
Q4 		$20.5K Buy
826
+413
+100% +$10.2K ﹤0.01% 687
2023
Q3 		$10.2K Buy
+413
New +$10.2K ﹤0.01% 593
2023
Q2 		– Sell
-25
Closed -$10.2K – 1789
2023
Q1 		$10.2K Buy
+25
New +$613 0.31% 66
2022
Q4 		– Sell
-120
Closed -$10.1K – 1550
2022
Q3 		$10.1K Sell
120
-5
-4% -$123 0.34% 56
2022
Q2 		$10.2K Hold
125
– – 0.32% 63
2022
Q1 		$10.4K Sell
125
-135
-52% -$3.44K 0.29% 80
2021
Q4 		$12.7K Sell
260
-361
-58% -$9.4K 0.29% 81
2021
Q3 		$26K Sell
621
-13
-2% -$342 0.01% 743
2021
Q2 		$26K Buy
+634
New +$16.7K 0.01% 756
2020
Q2 		– Sell
-2
Closed – – 970
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1396
2019
Q4 		$0 Sell
2
-5,378
-100% -$138K ﹤0.01% 1741
2019
Q3 		$138K Sell
5,380
-881
-14% -$22.5K 0.12% 168
2019
Q2 		$160K Sell
6,261
-1,769
-22% -$44.2K 0.13% 173
2019
Q1 		$199K Buy
+8,030
New +$196K 0.16% 138
2018
Q3 		$54K Buy
2,272
+917
+68% +$22.1K 0.06% 299
2018
Q2 		$33K Buy
1,355
+158
+13% +$3.81K 0.03% 409
2018
Q1 		$29K Buy
+1,197
New +$29.4K 0.03% 470

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 826 shares — an estimated $20.5K sold.

Financial Gravity Asset Management first reported a position in IBDP in Q1 2018 and held it in 17 quarters. The position peaked at $199K in Q1 2019. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 826 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $20.5K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and held it in 17 quarters.
  • Financial Gravity Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $199K in Q1 2019.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

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