Financial Gravity Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-223	Closed	-$27K	–	976
2021 Q2	$27K	Buy	+223	New	+$6.01K	0.01%	740

Other funds holding IBMO

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIM

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2021, closing a stake of 223 shares — an estimated $27K sold.

Financial Gravity Asset Management first reported a position in IBMO in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 67 funds tracked by Wall St. Rank hold IBMO as of Q3 2021.

Financial Gravity Asset Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 223 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2021, an estimated $27K.
Financial Gravity Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and held it in 1 quarter.
Financial Gravity Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $27K in Q2 2021.
67 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2021.

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