FGAM
IBMK

Financial Gravity Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Financial Gravity Asset Management’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-648
Closed -$25K – 1024
2021
Q2 		$25K Buy
+648
New +$17K 0.01% 769

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2021, closing a stake of 648 shares — an estimated $25K sold.

Financial Gravity Asset Management first reported a position in IBMK in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 151 funds tracked by Wall St. Rank hold IBMK as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 648 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2021, an estimated $25K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $25K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2021.

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