GA
Gateway Advisory’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $45M | Buy |
1,703,565
+52,460
| +3% | +$1.38M | 7.25% | 3 |
|
|
2024
Q2 | $41.6M | Buy |
1,651,105
+108,575
| +7% | +$2.74M | 7.07% | 3 |
|
|
2024
Q1 | $39.3M | Buy |
1,542,530
+75,067
| +5% | +$1.91M | 6.89% | 3 |
|
|
2023
Q4 | $37.9M | Buy |
+1,467,463
| New | +$37.9M | 7.28% | 2 |
|