GA
Gateway Advisory’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.3M | Buy |
626,432
+22,918
| +4% | +$559K | 2.46% | 11 |
|
|
2024
Q2 | $14.3M | Buy |
603,514
+35,703
| +6% | +$847K | 2.43% | 11 |
|
|
2024
Q1 | $13.5M | Buy |
567,811
+29,794
| +6% | +$709K | 2.37% | 10 |
|
|
2023
Q4 | $12.9M | Sell |
538,017
-213,840
| -28% | -$5.12M | 2.47% | 10 |
|
|
2023
Q3 | $17.4M | Buy |
751,857
+11,291
| +2% | +$261K | 3.55% | 5 |
|
|
2023
Q2 | $17.4M | Buy |
740,566
+369,356
| +100% | +$8.67M | 3.68% | 4 |
|
|
2023
Q1 | $8.84M | Buy |
371,210
+15,911
| +4% | +$379K | 1.97% | 9 |
|
|
2022
Q4 | $8.3M | Sell |
355,299
-687,214
| -66% | -$16.1M | 2.13% | 8 |
|
|
2022
Q3 | $24M | Buy |
+1,042,513
| New | +$24M | 5.95% | 3 |
|