Financial Gravity Companies’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Financial Gravity Companies’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$58K	Buy	+2,404	New	+$56.8K	0.05%	289
2018 Q1	$28K	Buy	1,190 +203	+21%	+$4.96K	0.03%	476
2017 Q4	$24K	Buy	+987	New	+$24.7K	0.03%	461

Other funds holding IBDQ

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2018: 2,404 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBDQ as recently as Q1 2018.

Financial Gravity Companies first reported a position in IBDQ in Q4 2017 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold IBDQ as of Q4 2018.

Financial Gravity Companies held 2,404 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $58K as of Q4 2018.
iShares iBonds Dec 2025 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #289 holding.
Financial Gravity Companies first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2017 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2018.

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