GA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return