Financial Gravity Companies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$138K	Buy	+2,630	New	+$136K	0.13%	174
2018 Q1	$45K	Buy	864 +472	+120%	+$24.6K	0.05%	339
2017 Q4	$20K	Buy	+392	New	+$20.6K	0.02%	482

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018: 2,630 shares worth $138K. The stake represents 0.13% of the portfolio and ranks #174 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IGSB as recently as Q1 2018.

Financial Gravity Companies first reported a position in IGSB in Q4 2017 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Financial Gravity Companies held 2,630 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $138K as of Q4 2018.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Financial Gravity Companies's portfolio in Q4 2018, its #174 holding.
Financial Gravity Companies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
568 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

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