GWP
IBTE
Gateway Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,388
| Closed | -$272K | – | 257 |
|
|
2023
Q4 | $272K | Sell |
11,388
-369,540
| -97% | -$8.82M | 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% | +$639K | 1.56% | 12 |
|
|
2023
Q1 | $8.14M | Buy |
339,061
+89,537
| +36% | +$2.15M | 1.25% | 17 |
|
|
2022
Q4 | $5.95M | Buy |
+249,524
| New | +$5.95M | 1.02% | 21 |
|