FGC
IBDL

Financial Gravity Companies’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Financial Gravity Companies’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$109K Buy
+4,348
New +$109K 0.1% 204
2018
Q1 		$74K Buy
2,974
+84
+3% +$2.11K 0.08% 234
2017
Q4 		$73K Buy
+2,890
New +$73.5K 0.08% 225

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2018: 4,348 shares worth $109K. The stake represents 0.1% of the portfolio and ranks #204 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDL as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDL in Q4 2017 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold IBDL as of Q4 2018.

  • Financial Gravity Companies held 4,348 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $109K as of Q4 2018.
  • iShares iBonds Dec 2020 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #204 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2018.

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