FGC
IBDO

Financial Gravity Companies’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Financial Gravity Companies’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$58K Buy
+2,367
New +$57K 0.05% 293
2018
Q1 		$29K Buy
1,189
+200
+20% +$4.93K 0.03% 471
2017
Q4 		$25K Buy
+989
New +$24.9K 0.03% 453

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2018: 2,367 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #293 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDO as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDO in Q4 2017 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold IBDO as of Q4 2018.

  • Financial Gravity Companies held 2,367 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $58K as of Q4 2018.
  • iShares iBonds Dec 2023 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #293 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2018.

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