GA
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Gateway Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Gateway Advisory’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.36M Buy
132,009
+632
+0.5% +$16K 0.54% 41
2024
Q2 		$3.29M Sell
131,377
-12,068
-8% -$301K 0.56% 40
2024
Q1 		$3.61M Buy
143,445
+8,793
+7% +$222K 0.63% 39
2023
Q4 		$3.42M Buy
134,652
+74,183
+123% +$1.84M 0.66% 35
2023
Q3 		$1.48M Buy
60,469
+7,650
+14% +$190K 0.3% 40
2023
Q2 		$1.32M Sell
52,819
-2,496
-5% -$62.8K 0.28% 39
2023
Q1 		$1.41M Buy
55,315
+9,641
+21% +$244K 0.31% 40
2022
Q4 		$1.15M Sell
45,674
-63,053
-58% -$1.56M 0.29% 37
2022
Q3 		$2.65M Buy
+108,727
New +$2.74M 0.66% 29

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 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 $1.61B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return