FGAM
IBDQ

Financial Gravity Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Financial Gravity Asset Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-246
Closed -$6.1K – 2012
2023
Q4 		$6.1K Buy
246
+123
+100% +$3.01K ﹤0.01% 850
2023
Q3 		$3.03K Buy
+123
New +$3K ﹤0.01% 675
2023
Q2 		– Sell
-25
Closed -$3.04K – 1720
2023
Q1 		$3.04K Buy
+25
New +$611 0.09% 238
2022
Q4 		– Sell
-96
Closed -$2.99K – 1487
2022
Q3 		$2.99K Sell
96
-4
-4% -$99 0.1% 207
2022
Q2 		$3.06K Hold
100
– – 0.1% 212
2022
Q1 		$3.13K Sell
100
-134
-57% -$3.46K 0.09% 198
2021
Q4 		$5.23K Sell
234
-95
-29% -$2.52K 0.12% 209
2021
Q3 		$27K Buy
+329
New +$8.87K 0.01% 731
2020
Q2 		– Sell
-2
Closed – – 404
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1229
2019
Q4 		$0 Sell
2
-5,423
-100% -$140K ﹤0.01% 1537
2019
Q3 		$140K Sell
5,425
-892
-14% -$22.9K 0.12% 163
2019
Q2 		$162K Sell
6,317
-1,786
-22% -$44.7K 0.13% 169
2019
Q1 		$200K Buy
+8,103
New +$197K 0.16% 136
2018
Q3 		$54K Buy
2,288
+933
+69% +$22.4K 0.06% 297
2018
Q2 		$33K Buy
1,355
+165
+14% +$3.95K 0.03% 404
2018
Q1 		$28K Buy
+1,190
New +$29.1K 0.03% 476

Other funds holding IBDQ

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 246 shares — an estimated $6.1K sold.

Financial Gravity Asset Management first reported a position in IBDQ in Q1 2018 and held it in 16 quarters. The position peaked at $200K in Q1 2019. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 246 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $6.1K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and held it in 16 quarters.
  • Financial Gravity Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $200K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

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