FGC
IBDP

Financial Gravity Companies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Financial Gravity Companies’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$58K Buy
+2,388
New +$56.9K 0.05% 292
2018
Q1 		$29K Buy
1,197
+202
+20% +$4.96K 0.03% 470
2017
Q4 		$25K Buy
+995
New +$25K 0.03% 451

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2018: 2,388 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDP as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDP in Q4 2017 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold IBDP as of Q4 2018.

  • Financial Gravity Companies held 2,388 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $58K as of Q4 2018.
  • iShares iBonds Dec 2024 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #292 holding.
  • Financial Gravity Companies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2018.

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