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

Financial Gravity Asset Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-126	Closed	-$3.02K	–	1258
2023 Q4	$3.02K	Buy	+126	New	+$2.96K	﹤0.01%	670
2021 Q3	$27K	Buy	+223	New	+$5.94K	0.01%	732
2019 Q4	$0	Sell	2 -5,559	-100%	-$141K	﹤0.01%	1538
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CAI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2024, closing a stake of 126 shares — an estimated $3.02K sold.

Financial Gravity Asset Management first reported a position in IBDR in Q3 2018 and held it in 7 quarters. The position peaked at $200K in Q1 2019. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 126 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $3.02K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2018 and held it in 7 quarters.
Financial Gravity Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $200K in Q1 2019.
315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

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