FGC
IBDM

Financial Gravity Companies’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Financial Gravity Companies’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$110K Buy
+4,470
New +$108K 0.1% 201
2018
Q1 		$29K Buy
1,199
+200
+20% +$4.91K 0.03% 473
2017
Q4 		$25K Buy
+999
New +$24.9K 0.03% 456

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2018: 4,470 shares worth $110K. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDM as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDM in Q4 2017 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold IBDM as of Q4 2018.

  • Financial Gravity Companies held 4,470 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $110K as of Q4 2018.
  • iShares iBonds Dec 2021 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #201 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2018.

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