FGAM
IBML

Financial Gravity Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Financial Gravity Asset Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-641
Closed -$26K – 1023
2021
Q2 		$26K Buy
+641
New +$16.7K 0.01% 757

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2021, closing a stake of 641 shares — an estimated $26K sold.

Financial Gravity Asset Management first reported a position in IBML in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 128 funds tracked by Wall St. Rank hold IBML as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 641 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2021, an estimated $26K.
  • Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $26K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2021.

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