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Financial Gravity Companies’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Financial Gravity Companies’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$58K Buy
+2,473
New +$56.8K 0.05% 290

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2018: 2,473 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings.

46 funds tracked by Wall St. Rank hold IBDR as of Q4 2018.

  • Financial Gravity Companies held 2,473 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $58K as of Q4 2018.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #290 holding.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2018.

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