GA
Gateway Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.36M | Buy |
132,009
+632
| +0.5% | +$16.1K | 0.54% | 41 |
|
|
2024
Q2 | $3.29M | Sell |
131,377
-12,068
| -8% | -$302K | 0.56% | 40 |
|
|
2024
Q1 | $3.61M | Buy |
143,445
+8,793
| +7% | +$221K | 0.63% | 39 |
|
|
2023
Q4 | $3.42M | Buy |
134,652
+74,183
| +123% | +$1.89M | 0.66% | 35 |
|
|
2023
Q3 | $1.48M | Buy |
60,469
+7,650
| +14% | +$187K | 0.3% | 40 |
|
|
2023
Q2 | $1.32M | Sell |
52,819
-2,496
| -5% | -$62.6K | 0.28% | 39 |
|
|
2023
Q1 | $1.41M | Buy |
55,315
+9,641
| +21% | +$245K | 0.31% | 40 |
|
|
2022
Q4 | $1.15M | Sell |
45,674
-63,053
| -58% | -$1.58M | 0.29% | 37 |
|
|
2022
Q3 | $2.65M | Buy |
+108,727
| New | +$2.65M | 0.66% | 29 |
|