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	-123	Closed	-$3.07K	–	1257
2023 Q4	$3.07K	Buy	+123	New	+$3.01K	﹤0.01%	664
2021 Q3	$27K	Buy	+329	New	+$8.87K	0.01%	731
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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 123 shares — an estimated $3.07K sold.

Financial Gravity Asset Management first reported a position in IBDQ in Q1 2018 and held it in 9 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 123 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $3.07K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and held it in 9 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.