GA
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Gateway Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Gateway Advisory’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.13M Buy
240,357
+1,778
+0.7% +$44.8K 0.99% 25
2024
Q2 		$5.93M Sell
238,579
-20,970
-8% -$522K 1.01% 27
2024
Q1 		$6.55M Buy
259,549
+13,391
+5% +$340K 1.15% 21
2023
Q4 		$6.3M Buy
+246,158
New +$6.03M 1.21% 19

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Gateway Advisory's IBMR Position: Q3 2024 in Review

Gateway Advisory increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.75% in Q3 2024, buying an estimated $44.8K and bringing the position to 240,357 shares worth $6.13M. The position accounts for 0.99% of the portfolio, ranked #25.

Gateway Advisory first reported a position in IBMR in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.55M in Q1 2024. 56 funds tracked by Wall St. Rank hold IBMR as of Q3 2024.

  • Gateway Advisory held 240,357 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $6.13M as of Q3 2024.
  • Gateway Advisory bought 1,778 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2024, an estimated $44.8K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.99% of Gateway Advisory's portfolio in Q3 2024, its #25 holding.
  • Gateway Advisory first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Gateway Advisory's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $6.55M in Q1 2024.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2024.

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