Gateway Advisory’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Gateway Advisory’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.82M	Buy	110,093 +903	+0.8%	+$23K	0.46%	43
2024 Q2	$2.76M	Sell	109,190 -10,304	-9%	-$260K	0.47%	44
2024 Q1	$3.03M	Buy	119,494 +7,486	+7%	+$190K	0.53%	45
2023 Q4	$2.86M	Buy	112,008 +53,367	+91%	+$1.34M	0.55%	43
2023 Q3	$1.45M	Buy	58,641 +2,133	+4%	+$53.5K	0.3%	41
2023 Q2	$1.42M	Sell	56,508 -2,473	-4%	-$62.4K	0.3%	38
2023 Q1	$1.51M	Buy	58,981 +9,629	+20%	+$244K	0.34%	38
2022 Q4	$1.24M	Sell	49,352 -59,743	-55%	-$1.49M	0.32%	35
2022 Q3	$2.69M	Buy	+109,095	New	+$2.77M	0.67%	28

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gateway Advisory's IBMO Position: Q3 2024 in Review

Gateway Advisory increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.83% in Q3 2024, buying an estimated $23K and bringing the position to 110,093 shares worth $2.82M. The position accounts for 0.46% of the portfolio, ranked #43.

Gateway Advisory first reported a position in IBMO in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.03M in Q1 2024. 159 funds tracked by Wall St. Rank hold IBMO as of Q3 2024.

Gateway Advisory held 110,093 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.82M as of Q3 2024.
Gateway Advisory bought 903 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2024, an estimated $23K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.46% of Gateway Advisory's portfolio in Q3 2024, its #43 holding.
Gateway Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 9 quarters since.
Gateway Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.03M in Q1 2024.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2024.

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