Financial Gravity Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$29K	Sell	90 -1	-1%	-$29	0.01%	713
2021 Q2	$29K	Buy	+91	New	+$2.6K	0.01%	722

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's IBDT Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.1% in Q3 2021, selling an estimated $29 and leaving 90 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #713.

Financial Gravity Asset Management first reported a position in IBDT in Q2 2021 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold IBDT as of Q3 2021.

Financial Gravity Asset Management held 90 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $29K as of Q3 2021.
Financial Gravity Asset Management sold 1 iShares iBonds Dec 2028 Term Corporate ETF share in Q3 2021, an estimated $29.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #713 holding.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2021 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.