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	-124	Closed	-$2.97K	–	1259
2023 Q4	$2.97K	Buy	+124	New	+$2.89K	﹤0.01%	675
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRC

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2024, closing a stake of 124 shares — an estimated $2.97K sold.

Financial Gravity Asset Management first reported a position in IBDS in Q2 2021 and held it in 3 quarters. The position peaked at $27K in Q3 2021. 301 funds tracked by Wall St. Rank hold IBDS as of Q1 2024.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 124 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2024, an estimated $2.97K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2021 and held it in 3 quarters.
Financial Gravity Asset Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $27K in Q3 2021.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2024.

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