Gateway Advisory’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Gateway Advisory’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.67M	Buy	100,162 +3,178	+3%	+$84.5K	0.43%	44
2024 Q2	$2.57M	Sell	96,984 -10,514	-10%	-$278K	0.44%	45
2024 Q1	$2.84M	Buy	107,498 +2,541	+2%	+$67.3K	0.5%	46
2023 Q4	$2.79M	Sell	104,957 -1,884	-2%	-$49.5K	0.53%	44
2023 Q3	$2.79M	Buy	106,841 +4,279	+4%	+$112K	0.57%	27
2023 Q2	$2.7M	Sell	102,562 -54,961	-35%	-$1.45M	0.57%	27
2023 Q1	$4.19M	Buy	157,523 +33,549	+27%	+$888K	0.93%	22
2022 Q4	$3.27M	Sell	123,974 -37,366	-23%	-$978K	0.84%	20
2022 Q3	$4.18M	Sell	161,340 -11,153	-6%	-$296K	1.04%	14
2022 Q2	$4.59M	Sell	172,493 -1,874	-1%	-$49.5K	1.96%	11
2022 Q1	$4.65M	Sell	174,367 -4,553	-3%	-$124K	1.26%	22
2021 Q4	$4.99M	Buy	+178,920	New	+$4.99M	1.06%	21

Other funds holding IBMN

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory's IBMN Position: Q3 2024 in Review

Gateway Advisory increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 3.3% in Q3 2024, buying an estimated $84.5K and bringing the position to 100,162 shares worth $2.67M. The position accounts for 0.43% of the portfolio, ranked #44.

Gateway Advisory first reported a position in IBMN in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.99M in Q4 2021. 154 funds tracked by Wall St. Rank hold IBMN as of Q3 2024.

Gateway Advisory held 100,162 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $2.67M as of Q3 2024.
Gateway Advisory bought 3,178 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2024, an estimated $84.5K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up 0.43% of Gateway Advisory's portfolio in Q3 2024, its #44 holding.
Gateway Advisory first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2021 and has held it in 12 quarters since.
Gateway Advisory's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.99M in Q4 2021.
154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.