GA
Gateway Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.13M | Buy |
240,357
+1,778
| +0.7% | +$45.3K | 0.99% | 25 |
|
|
2024
Q2 | $5.93M | Sell |
238,579
-20,970
| -8% | -$521K | 1.01% | 27 |
|
|
2024
Q1 | $6.55M | Buy |
259,549
+13,391
| +5% | +$338K | 1.15% | 21 |
|
|
2023
Q4 | $6.3M | Buy |
+246,158
| New | +$6.3M | 1.21% | 19 |
|