Financial Gravity Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-252	Closed	-$5.96K	–	2033
2023 Q4	$5.96K	Buy	252 +126	+100%	+$2.96K	﹤0.01%	856
2023 Q3	$2.94K	Buy	+126	New	+$2.95K	﹤0.01%	679
2023 Q2	–	Sell	-24	Closed	-$3K	–	1721
2023 Q1	$3K	Buy	+24	New	+$565	0.09%	240
2022 Q4	–	Sell	-92	Closed	-$2.92K	–	1488
2022 Q3	$2.92K	Sell	92 -4	-4%	-$95	0.1%	212
2022 Q2	$3K	Sell	96 -4	-4%	-$96	0.09%	215
2022 Q1	$3.12K	Sell	100 -134	-57%	-$3.39K	0.09%	200
2021 Q4	$5.25K	Buy	234 +11	+5%	+$288	0.12%	208
2021 Q3	$27K	Buy	+223	New	+$5.94K	0.01%	732
2020 Q2	–	Sell	-2	Closed	–	–	411
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1239
2019 Q4	$0	Sell	2 -5,559	-100%	-$141K	﹤0.01%	1551
2019 Q3	$142K	Sell	5,561 -911	-14%	-$23K	0.12%	160
2019 Q2	$162K	Sell	6,472 -1,827	-22%	-$44.6K	0.13%	170
2019 Q1	$200K	Buy	+8,299	New	+$196K	0.16%	137
2018 Q3	$54K	Buy	+2,354	New	+$55K	0.06%	298