Financial Gravity Companies’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$0 Buy
+4
New +$101 ﹤0.01% 1608
2018
Q1
$75K Buy
3,002
+81
+3% +$2.04K 0.08% 233
2017
Q4
$73K Buy
+2,921
New +$73.5K 0.08% 227

Financial Gravity Companies's IBDH Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDH as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDH in Q4 2017 and has held it in 3 quarters since. The position peaked at $75K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Financial Gravity Companies held 4 shares of iShares iBonds Dec 2018 Term Corporate ETF worth $0 as of Q4 2018.
  • iShares iBonds Dec 2018 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2018 Term Corporate ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1608 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $75K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.