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 Q4	–	Sell	-90	Closed	-$29K	–	980
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 $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGIA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Financial Gravity Asset Management's IBDT Position: Q4 2021 in Review

Financial Gravity Asset Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2021, closing a stake of 90 shares — an estimated $29K sold.

Financial Gravity Asset Management first reported a position in IBDT in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 84 funds tracked by Wall St. Rank hold IBDT as of Q4 2021.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 90 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2021, an estimated $29K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2021 and held it in 2 quarters.
Financial Gravity Asset Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $29K in Q3 2021.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2021.

Based on Financial Gravity Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.