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 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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

Gateway Advisory's IBMP Position: Q3 2024 in Review

Gateway Advisory increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.48% in Q3 2024, buying an estimated $16K and bringing the position to 132,009 shares worth $3.36M. The position accounts for 0.54% of the portfolio, ranked #41.

Gateway Advisory first reported a position in IBMP in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.61M in Q1 2024. 134 funds tracked by Wall St. Rank hold IBMP as of Q3 2024.

Gateway Advisory held 132,009 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.36M as of Q3 2024.
Gateway Advisory bought 632 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2024, an estimated $16K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.54% of Gateway Advisory's portfolio in Q3 2024, its #41 holding.
Gateway Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 9 quarters since.
Gateway Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.61M in Q1 2024.
134 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2024.

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