GWP
IBTD
Gateway Wealth Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$431K | 1.75% | 9 |
|
|
2023
Q2 | $9.28M | Buy |
373,965
+22,010
| +6% | +$546K | 1.66% | 10 |
|
|
2023
Q1 | $8.73M | Buy |
351,955
+89,066
| +34% | +$2.21M | 1.34% | 15 |
|
|
2022
Q4 | $6.49M | Buy |
+262,889
| New | +$6.49M | 1.12% | 20 |
|