Gateway Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Gateway Wealth Partners’s Portfolio IBTE Stock Details IBTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,388	Closed	-$272K	–	257
2023 Q4	$272K	Sell	11,388 -369,540	-97%	-$8.81M	0.11%	167
2023 Q3	$9.08M	Buy	380,928 +15,033	+4%	+$358K	1.64%	12
2023 Q2	$8.71M	Buy	365,895 +26,834	+8%	+$641K	1.56%	12
2023 Q1	$8.14M	Buy	339,061 +89,537	+36%	+$2.14M	1.25%	17
2022 Q4	$5.95M	Buy	+249,524	New	+$5.96M	1.02%	21

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Gateway Wealth Partners's IBTE Position: Q1 2024 in Review

Gateway Wealth Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2024, closing a stake of 11,388 shares — an estimated $272K sold.

Gateway Wealth Partners first reported a position in IBTE in Q4 2022 and held it in 5 quarters. The position peaked at $9.08M in Q3 2023. 294 funds tracked by Wall St. Rank hold IBTE as of Q1 2024.

Gateway Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Gateway Wealth Partners sold 11,388 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2024, an estimated $272K.
Gateway Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Gateway Wealth Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $9.08M in Q3 2023.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2024.

Based on Gateway Wealth Partners's 13F filing for Q1 2024, filed 15 May 2024.