Financial Gravity Companies’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$111K Buy
+4,490
New +$111K 0.1% 199
2018
Q1
$75K Buy
3,026
+84
+3% +$2.08K 0.08% 232
2017
Q4
$73K Buy
+2,942
New +$73.3K 0.08% 226

Other funds holding IBDK

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2018: 4,490 shares worth $111K. The stake represents 0.1% of the portfolio and ranks #199 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDK as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDK in Q4 2017 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold IBDK as of Q4 2018.

  • Financial Gravity Companies held 4,490 shares of iShares iBonds Dec 2019 Term Corporate ETF worth $111K as of Q4 2018.
  • iShares iBonds Dec 2019 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2019 Term Corporate ETF made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #199 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2018.

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