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Financial Gravity Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Financial Gravity Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-248
Closed -$5.82K – 2034
2023
Q4 		$5.82K Buy
248
+124
+100% +$2.89K ﹤0.01% 859
2023
Q3 		$2.85K Buy
+124
New +$2.89K ﹤0.01% 680
2023
Q2 		– Sell
-24
Closed -$2.96K – 1722
2023
Q1 		$2.96K Buy
+24
New +$567 0.09% 242
2022
Q4 		– Sell
-92
Closed -$2.85K – 1489
2022
Q3 		$2.85K Sell
92
-4
-4% -$96 0.1% 219
2022
Q2 		$2.96K Sell
96
-4
-4% -$97 0.09% 217
2022
Q1 		$3.1K Sell
100
-8
-7% -$205 0.09% 201
2021
Q4 		$3.29K Sell
108
-112
-51% -$2.98K 0.07% 265
2021
Q3 		$27K Hold
220
– – 0.01% 733
2021
Q2 		$27K Buy
+220
New +$5.93K 0.01% 738

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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 $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return