GA
Gateway Advisory’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.2M | Buy |
942,319
+34,763
| +4% | +$817K | 3.57% | 7 |
|
|
2024
Q2 | $20.6M | Buy |
907,556
+55,124
| +6% | +$1.25M | 3.49% | 8 |
|
|
2024
Q1 | $19.5M | Buy |
852,432
+40,116
| +5% | +$915K | 3.41% | 8 |
|
|
2023
Q4 | $18.7M | Buy |
812,316
+38,729
| +5% | +$893K | 3.6% | 7 |
|
|
2023
Q3 | $16.9M | Buy |
773,587
+9,852
| +1% | +$216K | 3.46% | 8 |
|
|
2023
Q2 | $17.1M | Buy |
763,735
+410,943
| +116% | +$9.23M | 3.63% | 6 |
|
|
2023
Q1 | $8.07M | Buy |
+352,792
| New | +$8.07M | 1.8% | 12 |
|