GWP
IBTD

Gateway Wealth Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Gateway Wealth Partners’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-391,339
Closed -$9.71M – 296
2023
Q3 		$9.71M Buy
391,339
+17,374
+5% +$430K 1.75% 9
2023
Q2 		$9.28M Buy
373,965
+22,010
+6% +$545K 1.66% 10
2023
Q1 		$8.73M Buy
351,955
+89,066
+34% +$2.2M 1.34% 15
2022
Q4 		$6.49M Buy
+262,889
New +$6.5M 1.12% 20

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gateway Wealth Partners's IBTD Position: Q4 2023 in Review

Gateway Wealth Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 391,339 shares — an estimated $9.71M sold.

Gateway Wealth Partners first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $9.71M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Gateway Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 391,339 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $9.71M.
  • Gateway Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Gateway Wealth Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $9.71M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.